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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,556 | $38,595-36.4% | $80,004-69.3% | $52,331-53.1% |
| Participation rate | 62.8% | 64.5%-1.7pp | 73.0%-10.2pp | 68.1%-5.3pp |
| Annual return | -0.77% | 2.04%-2.8pp | 7.63%-8.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $269 | $1,133-76.3% | $2,473-89.1% | $1,882-85.7% |
| Participant deferral / active EE | $1,425 | $2,318-38.5% | $3,204-55.5% | $3,022-52.8% |
| Admin fee / account holder | $102 | $304-66.4% | $5,033-98.0% | $592-82.7% |