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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $10,380 |
ASCENSUS LLC1 year Service code 14 · EIN 11-3665754 | Plan Administrator | $1,222 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Plan Administrator | $1,190 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,854 | $51,226-51.5% | $82,744-70.0% | $66,938-62.9% |
| Participation rate | 82.8% | 67.9%+14.9pp | 72.6%+10.2pp | 69.8%+13.0pp |
| Annual return | -1.77% | -9.61%+7.8pp | 702.22%-704.0pp | 1.58%-3.3pp |
| Employer contribution / active EE | $5,383 | $2,612+106.1% | $3,008+79.0% | $2,545+111.5% |
| Participant deferral / active EE | $9,728 | $3,460+181.2% | $4,395+121.4% | $4,238+129.5% |
| Admin fee / account holder | $48 | $416-88.4% | $5,325-99.1% | $594-91.9% |