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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,132 |
Filed as: MASAACHUTSETTS MUTUAL LIFE INS. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,881 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 | Contract Administrator | $2,180 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 38-3478073 | Contract Administrator | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,595 | $44,873+32.8% | $79,476-25.0% | $56,287+5.9% |
| Participation rate | 26.5% | 68.7%-42.2pp | 73.3%-46.8pp | 69.9%-43.3pp |
| Annual return | -4.53% | 0.81%-5.3pp | 718.21%-722.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $309 | $2,140-85.5% | $2,800-89.0% | $2,111-85.4% |
| Participant deferral / active EE | $898 | $2,746-67.3% | $3,704-75.7% | $3,350-73.2% |
| Admin fee / account holder | $50 | $418-88.1% | $5,113-99.0% | $521-90.5% |