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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $8,807 |
CROSSPLANS1 year Service code 13 · EIN 20-4536537 | Contract Administrator | $7,748 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,777 | $42,582-30.1% | $171,082-82.6% | $57,658-48.4% |
| Participation rate | 34.9% | 63.9%-29.0pp | 76.7%-41.8pp | 70.2%-35.3pp |
| Annual return | 17.85% | 308.67%-290.8pp | 32.56%-14.7pp | 5.13%+12.7pp |
| Employer contribution / active EE | $526 | $1,306-59.7% | $4,002-86.8% | $1,974-73.3% |
| Participant deferral / active EE | $1,052 | $2,933-64.1% | $4,797-78.1% | $3,061-65.6% |
| Admin fee / account holder | $154 | $82+87.1% | $8,520-98.2% | $95+62.9% |