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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE P. LEMIEUX & ASSOCIATE, L Service code 10 · EIN 06-1634601 | Accounting | $14,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,841 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,872 | $57,096-75.7% | $94,229-85.3% | $55,191-74.9% |
| Participation rate | 40.9% | 75.7%-34.8pp | 78.8%-37.9pp | 69.2%-28.3pp |
| Annual return | 28.54% | 159.65%-131.1pp | 10.68%+17.9pp | 10.78%+17.8pp |
| Employer contribution / active EE | $902 | $1,708-47.2% | $3,587-74.8% | $1,899-52.5% |
| Participant deferral / active EE | $1,194 | $3,165-62.3% | $4,320-72.4% | $3,046-60.8% |
| Admin fee / account holder | $129 | $89+44.9% | $6,269-97.9% | $91+42.5% |