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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,754 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,485 |
BENEFITS ADMINISTRATORS, LLC1+ years Filed as: BENEFITS ADMINISTRATORS LLC Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $412,269 | $46,360+789.3% | $147,618+179.3% | $52,331+687.8% |
| Participation rate | 0.0% | 64.9%-64.9pp | 84.6%-84.6pp | 68.1%-68.1pp |
| Annual return | 0.46% | 1.62%-1.2pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $362 | $2,126-83.0% | $5,565-93.5% | $1,882-80.8% |
| Participant deferral / active EE | $561 | $2,258-75.2% | $4,895-88.5% | $3,022-81.5% |
| Admin fee / account holder | $2,507 | $766+227.3% | $11,612-78.4% | $592+323.7% |