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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE P. LEMIEUX & ASSOCIATE, L Service code 10 · EIN 06-1634601 | Accounting | $17,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,638 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $12,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,969 | $107,378-84.2% | $108,582-84.4% | $57,658-70.6% |
| Participation rate | 47.9% | 77.1%-29.2pp | 79.6%-31.6pp | 70.2%-22.3pp |
| Annual return | 11.48% | 12.80%-1.3pp | -51.70%+63.2pp | 5.13%+6.3pp |
| Employer contribution / active EE | $1,178 | $1,782-33.9% | $3,758-68.6% | $1,974-40.3% |
| Participant deferral / active EE | $1,751 | $3,221-45.6% | $4,311-59.4% | $3,061-42.8% |
| Admin fee / account holder | $258 | $108+138.0% | $7,645-96.6% | $95+173.1% |