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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $26,159 |
CLARK NUBER2+ years Service code 10 · EIN 91-1194016 | Accounting | $8,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,167 | $36,767+142.5% | $81,478+9.4% | $62,292+43.1% |
| Participation rate | 38.0% | 54.4%-16.4pp | 68.0%-29.9pp | 69.5%-31.5pp |
| Annual return | 16.42% | 173.80%-157.4pp | 38.78%-22.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,721 | $2,111+265.8% | $3,537+118.3% | $3,169+143.6% |
| Admin fee / account holder | $173 | $797-78.3% | $4,561-96.2% | $479-64.0% |