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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORTATION Service code 99 | Other Fees | $19,341 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 | Other Services | $17,214 |
LPL FINANCIAL1 year Service code 16 · EIN 04-3046611 325 N. CORPORATE DRIVE · BROOKFIELD, WI 53045 | Consulting | $13,386 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 10 · EIN 39-1915811 5117 GREEN BAY ROAD, STE B · KENOSHA, WI 53144 | Accounting | $9,225 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,736 |
Employer 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.
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 | $24,049 | $89,123-73.0% | $102,460-76.5% | $77,762-69.1% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+10.9pp |
| Annual return | 12.47% | 25.05%-12.6pp | 29.47%-17.0pp | 31.27%-18.8pp |
| Employer contribution / active EE | $588 | $2,700-78.2% | $3,025-80.6% | $2,728-78.4% |
| Participant deferral / active EE | $4,278 | $5,148-16.9% | $5,056-15.4% | $4,651-8.0% |
| Admin fee / account holder | $134 | $236-43.3% | $9,460-98.6% | $433-69.1% |