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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $9,823 |
STANCE CAPITAL2 years Service code 28 · EIN 81-5170907 ONE LEWIS WHARF · BOSTON, MA 02110 | Investment Management | $9,823 |
Filed as: CWM RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 27-2594403 11 FOSTER STREET · WORCESTER, MA 01608 | Recordkeeping | $6,162 |
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.
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).
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 | $5,285 | $88,122-94.0% | $141,197-96.3% | $67,582-92.2% |
| Participation rate | 78.2% | 76.5%+1.7pp | 82.5%-4.3pp | 71.3%+6.9pp |
| Annual return | 53.03% | 75.40%-22.4pp | 71.41%-18.4pp | 378.57%-325.5pp |
| Employer contribution / active EE | $671 | $3,224-79.2% | $4,736-85.8% | $2,148-68.8% |
| Participant deferral / active EE | $1,345 | $5,958-77.4% | $6,710-80.0% | $3,539-62.0% |
| Admin fee / account holder | $42 | $131-67.8% | $10,265-99.6% | $142-70.4% |