Filed May 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,378 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC. Service code 27 2850 GOLF RD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $14,086 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,105 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,715 | $54,558-12.5% | $76,051-37.3% | $74,400-35.9% |
| Participation rate | 57.4% | 60.3%-2.9pp | 69.1%-11.7pp | 67.2%-9.8pp |
| Annual return | 21.07% | 31.83%-10.8pp | 360.42%-339.4pp | 1367.51%-1346.4pp |
| Employer contribution / active EE | $1,753 | $1,778-1.4% | $2,690-34.8% | $2,624-33.2% |
| Participant deferral / active EE | $5,352 | $3,065+74.6% | $4,257+25.7% | $4,348+23.1% |
| Admin fee / account holder | $259 | $2,232-88.4% | $6,416-96.0% | $1,944-86.7% |