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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $47,571 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,568 |
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).
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 | $17,625 | $52,293-66.3% | $178,498-90.1% | $73,412-76.0% |
| Participation rate | 60.5% | 65.3%-4.8pp | 81.9%-21.4pp | 72.2%-11.6pp |
| Annual return | 18.61% | 34.75%-16.1pp | 151.09%-132.5pp | 59.30%-40.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $940 | $2,332-59.7% | $5,202-81.9% | $3,806-75.3% |
| Admin fee / account holder | $75 | $127-41.5% | $13,985-99.5% | $158-52.8% |