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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 81-3622920 | Accounting | $22,130 |
Filed as: MASS MUTUAL Service code 15 · EIN 26-1589907 | Recordkeeping | $14,080 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,198 | $43,466-23.6% | $90,970-63.5% | $90,274-63.2% |
| Participation rate | 27.9% | 62.5%-34.5pp | 69.0%-41.1pp | 73.4%-45.4pp |
| Annual return | 9.39% | 25.26%-15.9pp | 134.58%-125.2pp | 53.97%-44.6pp |
| Employer contribution / active EE | $208 | $840-75.2% | $2,122-90.2% | $2,523-91.8% |
| Participant deferral / active EE | $643 | $2,138-69.9% | $3,373-80.9% | $4,231-84.8% |
| Admin fee / account holder | $5 | $92-94.4% | $5,960-99.9% | $114-95.5% |