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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,444 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $14,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,684 | $55,423-39.2% | $155,602-78.4% | $74,400-54.7% |
| Participation rate | 43.4% | 61.9%-18.5pp | 78.2%-34.8pp | 67.2%-23.8pp |
| Annual return | 11.16% | 269.07%-257.9pp | 64.81%-53.6pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $803 | $2,266-64.6% | $4,675-82.8% | $2,624-69.4% |
| Participant deferral / active EE | $1,679 | $2,835-40.8% | $5,629-70.2% | $4,348-61.4% |
| Admin fee / account holder | $4 | $1,744-99.8% | $15,923-100.0% | $1,944-99.8% |