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| Provider | Service type | Compensation |
|---|---|---|
FIIOC1 year Service code 37 · EIN 04-2647786 | Loan Processing | $105,026 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,277 |
BARCLAY PLANNING GROUP1 year Filed as: BARCLAY PLANNING GROUP LLC Service code 14 · EIN 38-3466149 345 DIVERSION ST · ROCHESTER, MI 48307 | Plan Administrator | $19,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,924 | $64,311-61.2% | $110,241-77.4% | $75,289-66.9% |
| Participation rate | 54.3% | 79.3%-25.0pp | 79.8%-25.5pp | 72.4%-18.1pp |
| Annual return | -2.79% | -1.74%-1.0pp | 314.75%-317.5pp | -0.04%-2.8pp |
| Employer contribution / active EE | $742 | $2,404-69.1% | $3,827-80.6% | $2,405-69.1% |
| Participant deferral / active EE | $2,791 | $3,892-28.3% | $4,672-40.3% | $3,739-25.3% |
| Admin fee / account holder | $163 | $88+85.6% | $8,548-98.1% | $102+58.9% |