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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Service code 99 · EIN 04-3046611 | Other Fees | $18,585 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,322 | $89,370-78.4% | $141,197-86.3% | $72,976-73.5% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.5%+4.6pp | 69.5%+17.5pp |
| Annual return | 21.51% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $1,564 | $3,115-49.8% | $4,736-67.0% | $2,440-35.9% |
| Participant deferral / active EE | $5,146 | $5,419-5.0% | $6,710-23.3% | $3,608+42.6% |
| Admin fee / account holder | $33 | $5,957-99.4% | $10,265-99.7% | $5,124-99.4% |