Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,975 |
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 | $23,022 | $42,772-46.2% | $87,502-73.7% | $55,167-58.3% |
| Participation rate | 85.6% | 66.5%+19.1pp | 73.8%+11.7pp | 69.0%+16.6pp |
| Annual return | 6.57% | 21.20%-14.6pp | 12.21%-5.6pp | 169.23%-162.7pp |
| Employer contribution / active EE | $415 | $1,277-67.5% | $2,550-83.7% | $1,963-78.8% |
| Participant deferral / active EE | $2,323 | $2,342-0.8% | $3,149-26.2% | $3,054-23.9% |
| Admin fee / account holder | $100 | $461-78.3% | $4,221-97.6% | $504-80.2% |