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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: FORTUNE FINANCIAL SERVICES Service code 27 3582 BRODHEAD ROAD, SUITE 202 · MONACA, PA 15061 | Advisory (Plan) | $11,238 |
Filed as: SENTINEL BENEFITS GROUP,LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $9,016 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,623 | $89,652-73.7% | $141,197-83.3% | $65,186-63.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 25.62% | 32.79%-7.2pp | 71.41%-45.8pp | 29.39%-3.8pp |
| Employer contribution / active EE | $3,774 | $3,065+23.1% | $4,736-20.3% | $2,177+73.4% |
| Participant deferral / active EE | $726 | $5,691-87.2% | $6,710-89.2% | $3,514-79.3% |
| Admin fee / account holder | $166 | $569-70.8% | $10,265-98.4% | $847-80.4% |