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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,353 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,984 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,960 | $59,191-74.7% | $76,767-80.5% | $56,289-73.4% |
| Participation rate | 98.2% | 75.2%+23.0pp | 77.0%+21.3pp | 69.9%+28.4pp |
| Annual return | -5.44% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,927 | $1,759+9.5% | $2,485-22.5% | $2,111-8.7% |
| Participant deferral / active EE | $3,718 | $3,255+14.2% | $3,852-3.5% | $3,350+11.0% |
| Admin fee / account holder | $229 | $489-53.2% | $6,675-96.6% | $521-56.1% |