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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,566 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $11,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,672 | $65,125-62.1% | $143,797-82.8% | $66,949-63.1% |
| Participation rate | 68.0% | 65.2%+2.8pp | 80.3%-12.4pp | 69.8%-1.9pp |
| Annual return | -9.93% | -11.13%+1.2pp | -0.04%-9.9pp | 1.57%-11.5pp |
| Employer contribution / active EE | $1,277 | $2,362-45.9% | $4,952-74.2% | $2,545-49.8% |
| Participant deferral / active EE | $2,245 | $2,920-23.1% | $5,638-60.2% | $4,239-47.0% |
| Admin fee / account holder | $120 | $503-76.1% | $14,679-99.2% | $594-79.7% |