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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $11,974 |
LPL FINANCIAL1+ years Filed as: FORTUNE FINANCIAL SERVICES, INC. Service code 27 · EIN 25-1799740 | Advisory (Plan) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,966 | $45,283-73.6% | $155,789-92.3% | $52,331-77.1% |
| Participation rate | 43.6% | 62.2%-18.6pp | 76.1%-32.5pp | 68.1%-24.5pp |
| Annual return | -0.00% | 1.80%-1.8pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $757 | $2,854-73.5% | $4,798-84.2% | $3,022-74.9% |
| Admin fee / account holder | $6 | $981-99.4% | $7,477-99.9% | $592-99.0% |