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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 99 | Other Fees | $4,947 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,698 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 | Other Services | $922 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $310 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,152 | $45,719-53.7% | $96,161-78.0% | $93,010-77.3% |
| Participation rate | 4.3% | 45.8%-41.6pp | 68.4%-64.2pp | 73.9%-69.6pp |
| Annual return | 12.49% | 3211.95%-3199.5pp | 192.01%-179.5pp | 158.70%-146.2pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,798-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $192 | $2,344-91.8% | $4,349-95.6% | $4,561-95.8% |
| Admin fee / account holder | $84 | $128-34.5% | $5,538-98.5% | $152-44.8% |