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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Service code 99 · EIN 04-3046611 | Other Fees | $19,918 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,506 |
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 | $21,595 | $98,776-78.1% | $149,745-85.6% | $79,856-73.0% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.5%+7.7pp | 69.6%+20.6pp |
| Annual return | 14.42% | 27.38%-13.0pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $771 | $3,217-76.1% | $4,646-83.4% | $2,471-68.8% |
| Participant deferral / active EE | $4,725 | $5,681-16.8% | $6,843-30.9% | $3,741+26.3% |
| Admin fee / account holder | $40 | $6,053-99.3% | $9,312-99.6% | $5,306-99.3% |