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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,323 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,828 | $71,192-24.4% | $117,861-54.3% | $62,293-13.6% |
| Participation rate | 30.8% | 74.2%-43.4pp | 79.7%-48.8pp | 69.5%-38.7pp |
| Annual return | 16.85% | 18.66%-1.8pp | 335.11%-318.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $666 | $1,934-65.6% | $3,786-82.4% | $2,042-67.4% |
| Participant deferral / active EE | $2,136 | $3,189-33.0% | $4,482-52.3% | $3,169-32.6% |
| Admin fee / account holder | $375 | $587-36.1% | $8,021-95.3% | $479-21.7% |