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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 15 P.O. BOX 509026 · SAN DIEGO, CA 92150 | Recordkeeping | $7,904 |
CARPENTER MORSE GROUP1 year Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $3,962 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,889 | $98,766-75.8% | $149,730-84.0% | $79,852-70.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 44.30% | 27.43%+16.9pp | 276.70%-232.4pp | 31.72%+12.6pp |
| Employer contribution / active EE | $4,207 | $3,217+30.8% | $4,645-9.4% | $2,471+70.2% |
| Participant deferral / active EE | $7,983 | $5,681+40.5% | $6,843+16.7% | $3,740+113.4% |
| Admin fee / account holder | $248 | $6,052-95.9% | $9,310-97.3% | $5,306-95.3% |