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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 23-1735188 | Recordkeeping | $10,913 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL GROUP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $9,149 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 37 · EIN 95-1411037 | Loan Processing | $6,243 |
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.
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 | $26,065 | $155,795-83.3% | $136,298-80.9% | $69,631-62.6% |
| Participation rate | 60.4% | 75.2%-14.9pp | 81.9%-21.6pp | 70.7%-10.3pp |
| Annual return | 21.98% | 232464.33%-232442.4pp | 5156.27%-5134.3pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $292 | $2,991-90.2% | $4,696-93.8% | $2,032-85.6% |
| Participant deferral / active EE | $2,647 | $5,394-50.9% | $6,247-57.6% | $3,224-17.9% |
| Admin fee / account holder | $120 | $128-6.8% | $9,244-98.7% | $110+8.3% |