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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $36,532 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,934 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,967 | $45,022-35.7% | $85,126-66.0% | $77,714-62.7% |
| Participation rate | 26.2% | 48.7%-22.5pp | 67.5%-41.4pp | 70.6%-44.4pp |
| Annual return | 10.31% | 79.38%-69.1pp | 66.63%-56.3pp | 31.26%-20.9pp |
| Employer contribution / active EE | $194 | $1,610-88.0% | $2,731-92.9% | $2,727-92.9% |
| Participant deferral / active EE | $957 | $2,811-66.0% | $4,523-78.8% | $4,649-79.4% |
| Admin fee / account holder | $141 | $913-84.6% | $6,160-97.7% | $433-67.5% |