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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Service code 53 · EIN 62-0951563 | Insurance Commissions | $36,848 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL SERVICES Service code 53 · EIN 62-0951563 | Insurance Commissions | $19,841 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,830 | $71,957-90.5% | $67,652-89.9% | $59,188-88.5% |
| Participation rate | 46.1% | 82.7%-36.5pp | 75.7%-29.5pp | 69.4%-23.3pp |
| Annual return | 0.30% | 8.53%-8.2pp | 6625.04%-6624.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $0 | $2,432-100.0% | $2,266-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $627 | $4,211-85.1% | $3,560-82.4% | $3,265-80.8% |
| Admin fee / account holder | $7 | $64-88.5% | $4,821-99.8% | $92-92.0% |