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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ 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 |
T&T BENEFITS, GROUP, INC.2 years Service code 99 · EIN 22-2607954 1700 BANKS ROAD · MARGATE, FL 33063 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,396 | $35,955+17.9% | $78,210-45.8% | $69,631-39.1% |
| Participation rate | 20.4% | 67.2%-46.8pp | 68.7%-48.3pp | 70.7%-50.3pp |
| Annual return | 13.37% | 16.42%-3.0pp | 40.90%-27.5pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $843 | $1,244-32.3% | $2,034-58.6% | $2,032-58.5% |
| Participant deferral / active EE | $1,551 | $2,107-26.4% | $2,823-45.0% | $3,224-51.9% |
| Admin fee / account holder | $55 | $86-35.7% | $3,758-98.5% | $110-49.9% |