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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,844 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,262 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,883 | $65,453-86.4% | $86,698-89.8% | $66,938-86.7% |
| Participation rate | 68.2% | 75.5%-7.3pp | 76.6%-8.4pp | 69.8%-1.6pp |
| Annual return | -13.78% | -10.89%-2.9pp | 35.95%-49.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $819 | $2,154-62.0% | $2,837-71.1% | $2,545-67.8% |
| Participant deferral / active EE | $1,538 | $4,102-62.5% | $4,656-67.0% | $4,238-63.7% |
| Admin fee / account holder | $126 | $642-80.4% | $7,493-98.3% | $594-78.8% |