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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $16,091 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,314 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,309 | $84,482-58.2% | $125,363-71.8% | $66,930-47.2% |
| Participation rate | 52.9% | 76.4%-23.5pp | 82.4%-29.5pp | 69.8%-16.9pp |
| Annual return | -18.22% | -8.49%-9.7pp | 572.15%-590.4pp | 1.57%-19.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,462 | $6,782-34.2% | $7,447-40.1% | $4,238+5.3% |
| Admin fee / account holder | $184 | $685-73.1% | $10,005-98.2% | $593-68.9% |