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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 | $55,437-39.2% | $155,534-78.3% | $74,459-54.8% |
| Participation rate | 43.4% | 61.9%-18.5pp | 78.2%-34.8pp | 67.2%-23.8pp |
| Annual return | 11.16% | 269.58%-258.4pp | 64.92%-53.8pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $803 | $2,266-64.6% | $4,675-82.8% | $2,626-69.4% |
| Participant deferral / active EE | $1,679 | $2,837-40.8% | $5,630-70.2% | $4,350-61.4% |
| Admin fee / account holder | $4 | $1,742-99.8% | $15,900-100.0% | $1,945-99.8% |