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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,256 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,424 | $79,438-73.0% | $106,555-79.9% | $79,391-73.0% |
| Participation rate | 86.2% | 74.2%+12.0pp | 76.1%+10.0pp | 70.7%+15.5pp |
| Annual return | 9.90% | 18.27%-8.4pp | 26.80%-16.9pp | 116.88%-107.0pp |
| Employer contribution / active EE | $865 | $2,235-61.3% | $2,819-69.3% | $2,428-64.4% |
| Participant deferral / active EE | $2,414 | $3,824-36.9% | $4,399-45.1% | $4,046-40.3% |
| Admin fee / account holder | $86 | $523-83.5% | $7,408-98.8% | $627-86.2% |