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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 22-2607954 1700 BANKS ROAD · MARGATE, FL 33063 | Other Fees | $5,500 |
LPL FINANCIAL2+ years Filed as: ING FINANCIAL ADVISORS Service code 63 · EIN 06-1375177 PO BOX 990067 · HARTFORD, CT 061990067 | 12b-1 Fees | $0 |
Filed as: ING LIFE INSURANCE AND ANNUITY COMP Service code 60 | Sub-TA Fees | $0 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 PO BOX 990067 · HARTFORD, CT 061990067 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,804 | $36,694+5.8% | $40,145,923-99.9% | $55,167-29.7% |
| Participation rate | 65.5% | 57.2%+8.3pp | 68.4%-2.9pp | 69.0%-3.5pp |
| Annual return | 10.15% | 10.16%0pp | 5.24%+4.9pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,143 | $1,135+0.7% | $1,844-38.0% | $1,963-41.8% |
| Participant deferral / active EE | $2,325 | $1,679+38.5% | $2,591-10.2% | $3,054-23.9% |
| Admin fee / account holder | $50 | $175-71.4% | $2,903-98.3% | $504-90.0% |