Filed January 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,104 |
Service code 10 · EIN 13-3628255 | Accounting | $9,000 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,079 | $44,221+35.9% | $121,220-50.4% | $56,289+6.7% |
| Participation rate | 36.9% | 61.1%-24.2pp | 71.8%-34.9pp | 69.9%-33.0pp |
| Annual return | -6.21% | -3.58%-2.6pp | 16.94%-23.1pp | -9.96%+3.7pp |
| Employer contribution / active EE | $508 | $1,480-65.7% | $4,023-87.4% | $2,111-75.9% |
| Participant deferral / active EE | $1,811 | $2,521-28.2% | $3,345-45.9% | $3,350-45.9% |
| Admin fee / account holder | $215 | $480-55.3% | $5,021-95.7% | $521-58.8% |