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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $52,866 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $27,779 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $5,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,241 | $82,979-43.1% | $102,412-53.9% | $77,736-39.2% |
| Participation rate | 26.8% | 71.5%-44.8pp | 74.5%-47.7pp | 70.6%-43.8pp |
| Annual return | 8.81% | 19.11%-10.3pp | 24.94%-16.1pp | 31.26%-22.5pp |
| Employer contribution / active EE | $1,006 | $3,554-71.7% | $3,870-74.0% | $2,728-63.1% |
| Participant deferral / active EE | $1,218 | $4,109-70.4% | $5,060-75.9% | $4,651-73.8% |
| Admin fee / account holder | $33 | $639-94.9% | $8,388-99.6% | $433-92.5% |