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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 01-3046611 | Advisory (Plan) | $4,200 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $4,134 |
Filed as: MIDATLANTIC TRUST COMPANY Service code 15 1251 WATERFRONT PLACE · PITTSBURGH, PA 152224236 | Recordkeeping | $486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,520 | $58,888-61.8% | $178,499-87.4% | $73,493-69.4% |
| Participation rate | 22.3% | 66.2%-43.9pp | 81.9%-59.6pp | 70.7%-48.4pp |
| Annual return | 18.60% | 24.86%-6.3pp | 151.10%-132.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $30 | $2,236-98.6% | $5,011-99.4% | $2,270-98.7% |
| Participant deferral / active EE | $683 | $2,568-73.4% | $5,202-86.9% | $3,740-81.7% |
| Admin fee / account holder | $119 | $400-70.3% | $13,986-99.1% | $513-76.8% |