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| Provider | Service type | Compensation |
|---|---|---|
MEYERS BROTHERS KALICKA, PC2+ years Service code 15 · EIN 04-2713795 | Recordkeeping | $13,200 |
LPL FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $0 |
ASCENSUS LLC1 year Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 15 · EIN 47-4324398 931 JEFFERSON BLVD · WARWICK, RI 02886 | Recordkeeping | $0 |
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.
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 | $72,997 | $107,378-32.0% | $108,582-32.8% | $57,658+26.6% |
| Participation rate | 33.4% | 77.1%-43.7pp | 79.6%-46.1pp | 70.2%-36.8pp |
| Annual return | 6.65% | 12.80%-6.2pp | -51.70%+58.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,191 | $3,221-63.0% | $4,311-72.4% | $3,061-61.1% |
| Admin fee / account holder | $119 | $108+9.9% | $7,645-98.4% | $95+26.1% |