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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,426 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $10,728 |
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 | $13,946 | $64,909-78.5% | $82,312-83.1% | $62,293-77.6% |
| Participation rate | 97.5% | 74.9%+22.6pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 24.82% | 21.18%+3.6pp | 25.88%-1.1pp | 28.90%-4.1pp |
| Employer contribution / active EE | $1,778 | $1,676+6.1% | $2,428-26.8% | $2,042-12.9% |
| Participant deferral / active EE | $3,347 | $3,103+7.9% | $3,706-9.7% | $3,169+5.6% |
| Admin fee / account holder | $175 | $440-60.2% | $5,608-96.9% | $479-63.5% |