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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 99 · EIN 04-3046611 | Other Fees | $6,027 |
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).
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 | $11,621 | $42,546-72.7% | $71,796-83.8% | $55,167-78.9% |
| Participation rate | 91.5% | 59.1%+32.4pp | 69.1%+22.4pp | 69.0%+22.5pp |
| Annual return | 32.96% | 12.36%+20.6pp | 78.04%-45.1pp | 169.23%-136.3pp |
| Employer contribution / active EE | $541 | $803-32.7% | $1,924-71.9% | $1,963-72.4% |
| Participant deferral / active EE | $1,501 | $2,064-27.3% | $2,794-46.3% | $3,054-50.9% |
| Admin fee / account holder | $21 | $650-96.7% | $4,815-99.6% | $504-95.8% |