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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 3501 MASONS MILL RD · HINTINGDON VALLEY, PA 19006 | Contract Administrator | $52,429 |
LPL FINANCIAL2 years Service code 26 645 WASHINGTON AVENUE · JERMYN, PA 18433 | Advisory (Participants) | $45,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,227 | $47,456-8.9% | $172,752-75.0% | $77,775-44.4% |
| Participation rate | 45.3% | 66.3%-20.9pp | 82.6%-37.3pp | 73.2%-27.9pp |
| Annual return | 20.24% | 35.57%-15.3pp | 802.97%-782.7pp | 32.58%-12.3pp |
| Employer contribution / active EE | $692 | $1,574-56.1% | $5,144-86.6% | $2,504-72.4% |
| Participant deferral / active EE | $1,019 | $2,560-60.2% | $5,198-80.4% | $3,966-74.3% |
| Admin fee / account holder | $174 | $81+114.9% | $13,955-98.8% | $100+73.7% |