Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,799 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL VISION POINT Service code 27 · EIN 47-2587418 | Advisory (Plan) | $5,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,747 | $23,385-32.7% | $69,182-77.2% | $57,658-72.7% |
| Participation rate | 31.6% | 37.9%-6.3pp | 55.1%-23.5pp | 70.2%-38.6pp |
| Annual return | 7.18% | -659.34%+666.5pp | -21.93%+29.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $461 | $422+9.0% | $1,206-61.8% | $1,974-76.7% |
| Participant deferral / active EE | $758 | $843-10.1% | $1,897-60.0% | $3,061-75.2% |
| Admin fee / account holder | $129 | $82+57.4% | $2,697-95.2% | $95+36.7% |