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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $29,257 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $6,188 |
INTAC ACTUARIAL SERVICES4+ years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 13 | Contract Administrator | $4,733 |
INTAC ACTUARIAL SERVICES4+ years Service code 13 | Contract Administrator | $700 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,633 | $79,523-21.2% | $140,019-55.3% | $56,287+11.3% |
| Participation rate | 54.5% | 85.7%-31.2pp | 87.5%-33.0pp | 69.9%-15.3pp |
| Annual return | -7.10% | 2.39%-9.5pp | 651.15%-658.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $413 | $3,350-87.7% | $5,605-92.6% | $2,111-80.5% |
| Participant deferral / active EE | $3,413 | $5,129-33.4% | $6,927-50.7% | $3,350+1.9% |
| Admin fee / account holder | $377 | $614-38.7% | $10,705-96.5% | $521-27.7% |