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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 99 · EIN 04-3046611 | Other Fees | $18,888 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,423 | $106,230-78.0% | $147,080-84.1% | $77,736-69.9% |
| Participation rate | 67.6% | 78.4%-10.7pp | 82.2%-14.5pp | 70.6%-2.9pp |
| Annual return | 19.33% | 56.91%-37.6pp | 420.17%-400.8pp | 31.26%-11.9pp |
| Employer contribution / active EE | $1,423 | $4,072-65.1% | $4,933-71.2% | $2,728-47.8% |
| Participant deferral / active EE | $3,204 | $8,001-59.9% | $8,066-60.3% | $4,651-31.1% |
| Admin fee / account holder | $26 | $338-92.3% | $12,989-99.8% | $433-94.0% |