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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,372 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $49,270 |
Filed as: JOHN BURTON Service code 22 1400 GRANARY ROAD · BLUE BELL, PA 19422 | Insurance Broker | $21,116 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,127 | $185,342-62.7% | $111,308-37.9% | $86,821-20.4% |
| Participation rate | 61.3% | 81.0%-19.7pp | 77.3%-16.0pp | 72.3%-11.0pp |
| Annual return | 8.09% | 500.80%-492.7pp | 54.67%-46.6pp | 97.94%-89.8pp |
| Employer contribution / active EE | $854 | $2,246-62.0% | $2,732-68.8% | $2,406-64.5% |
| Participant deferral / active EE | $2,769 | $4,458-37.9% | $4,487-38.3% | $4,132-33.0% |
| Admin fee / account holder | $273 | $255+7.0% | $7,965-96.6% | $170+61.1% |