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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 81-3486133 | Advisory (Participants) | $9,391 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,964 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $4,571 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,732 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Employer 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.
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 | $19,074 | $49,138-61.2% | $84,021-77.3% | $65,185-70.7% |
| Participation rate | 79.2% | 60.7%+18.4pp | 69.0%+10.2pp | 70.2%+9.0pp |
| Annual return | 19.08% | 23.00%-3.9pp | 71.32%-52.2pp | 29.38%-10.3pp |
| Employer contribution / active EE | $78 | $914-91.5% | $1,984-96.1% | $2,177-96.4% |
| Participant deferral / active EE | $2,025 | $2,397-15.5% | $3,239-37.5% | $3,514-42.4% |
| Admin fee / account holder | $146 | $543-73.2% | $6,102-97.6% | $847-82.8% |