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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLUMIBA BENEFITS CONSULTANTS Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, ME 21045 | Plan Administrator | $9,049 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $5,736 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,910 | $66,302-67.0% | $110,243-80.1% | $56,289-61.1% |
| Participation rate | 83.5% | 74.9%+8.6pp | 79.8%+3.6pp | 69.9%+13.6pp |
| Annual return | -6.55% | -1.18%-5.4pp | 314.76%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,869 | $2,047-8.7% | $3,827-51.2% | $2,111-11.5% |
| Participant deferral / active EE | $2,333 | $3,381-31.0% | $4,672-50.1% | $3,350-30.3% |
| Admin fee / account holder | $118 | $698-83.1% | $8,548-98.6% | $521-77.4% |