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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $17,795 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT LLC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $9,321 |
Service code 64 8515 EAST ORGARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,077 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $168 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,554 | $47,922-67.5% | $75,894-79.5% | $65,185-76.1% |
| Participation rate | 89.9% | 63.0%+26.9pp | 69.3%+20.6pp | 70.2%+19.7pp |
| Annual return | 19.51% | 24.12%-4.6pp | 30.76%-11.2pp | 29.38%-9.9pp |
| Employer contribution / active EE | $108 | $1,557-93.1% | $2,501-95.7% | $2,177-95.0% |
| Participant deferral / active EE | $1,631 | $2,550-36.1% | $3,603-54.7% | $3,514-53.6% |
| Admin fee / account holder | $125 | $532-76.5% | $5,420-97.7% | $847-85.3% |