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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 55 PO BOX 502030 · SAN DIEGO, CA 92150 | Other Commissions | $13,049 |
Filed as: KDP RETIREMENT PLAN SERV INC Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $2,100 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,340 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,456 | $60,261-72.7% | $81,783-79.9% | $74,546-77.9% |
| Participation rate | 96.2% | 62.9%+33.4pp | 72.4%+23.9pp | 67.2%+29.0pp |
| Annual return | 18.77% | 16.88%+1.9pp | 775.05%-756.3pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $2,513 | $2,622-4.1% | $2,913-13.7% | $2,624-4.2% |
| Participant deferral / active EE | $3,925 | $3,388+15.9% | $4,320-9.2% | $4,347-9.7% |
| Admin fee / account holder | $128 | $1,482-91.4% | $7,380-98.3% | $1,944-93.4% |