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 | $54,679-12.7% | $76,119-37.3% | $74,459-35.9% |
| Participation rate | 57.4% | 60.3%-3.0pp | 69.1%-11.7pp | 67.2%-9.8pp |
| Annual return | 21.07% | 31.90%-10.8pp | 361.25%-340.2pp | 1369.70%-1348.6pp |
| Employer contribution / active EE | $1,753 | $1,781-1.6% | $2,693-34.9% | $2,626-33.2% |
| Participant deferral / active EE | $5,352 | $3,072+74.2% | $4,259+25.7% | $4,350+23.0% |
| Admin fee / account holder | $259 | $2,238-88.4% | $6,421-96.0% | $1,945-86.7% |