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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $9,370 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $743 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,624 | $70,917-63.9% | $98,916-74.1% | $73,493-65.1% |
| Participation rate | 35.6% | 73.8%-38.3pp | 76.0%-40.5pp | 70.7%-35.1pp |
| Annual return | 12.71% | 34.18%-21.5pp | 196.45%-183.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $658 | $3,501-81.2% | $4,245-84.5% | $3,740-82.4% |
| Admin fee / account holder | $112 | $535-79.0% | $6,642-98.3% | $513-78.1% |