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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,413 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,416 | $80,177-4.7% | $123,894-38.3% | $57,658+32.5% |
| Participation rate | 20.7% | 74.4%-53.8pp | 81.4%-60.7pp | 70.2%-49.5pp |
| Annual return | 9.93% | 17.90%-8.0pp | 47.52%-37.6pp | 5.13%+4.8pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,524 | $5,130-11.8% | $5,984-24.4% | $3,061+47.8% |
| Admin fee / account holder | $21 | $106-80.5% | $8,357-99.8% | $95-78.0% |