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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $36,591 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8615 EAST ORCHARD ROAD · GRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,581 |
RETIREMENT SOLUTION GROUP6+ years Filed as: RETIREMENT SOLUTION GROUP, LLC Service code 13 · EIN 20-2668095 328 S. JEFFERSON · CHICAGO, IL 60661 | Contract Administrator | $8,500 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,201 | $51,288+9.6% | $81,991-31.5% | $73,412-23.4% |
| Participation rate | 41.9% | 64.0%-22.1pp | 69.3%-27.3pp | 72.2%-30.3pp |
| Annual return | 16.70% | 29.48%-12.8pp | 41.31%-24.6pp | 59.30%-42.6pp |
| Employer contribution / active EE | $567 | $1,487-61.9% | $2,498-77.3% | $2,234-74.6% |
| Participant deferral / active EE | $2,145 | $2,715-21.0% | $3,722-42.4% | $3,806-43.6% |
| Admin fee / account holder | $215 | $125+71.3% | $5,665-96.2% | $158+35.9% |