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| Provider | Service type | Compensation |
|---|---|---|
GORENZ AND ASSOCIATES1+ years Service code 10 · EIN 37-1017405 | Accounting | $10,600 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $9,698 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,926 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,469 | $72,177-42.5% | $115,038-64.0% | $59,633-30.5% |
| Participation rate | 32.7% | 72.6%-39.9pp | 81.4%-48.7pp | 68.7%-36.0pp |
| Annual return | -44.34% | 12.02%-56.4pp | 26.14%-70.5pp | 2041.45%-2085.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,832 | $4,783-61.7% | $6,026-69.6% | $3,192-42.6% |
| Admin fee / account holder | $478 | $4,927-90.3% | $8,175-94.2% | $4,297-88.9% |