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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,795 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $6,902 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,158 | $65,378-67.6% | $87,103-75.7% | $65,186-67.5% |
| Participation rate | 44.3% | 75.3%-31.1pp | 76.9%-32.6pp | 70.2%-25.9pp |
| Annual return | 37.72% | 31.28%+6.4pp | 28.19%+9.5pp | 29.39%+8.3pp |
| Employer contribution / active EE | $996 | $1,823-45.3% | $2,521-60.5% | $2,177-54.2% |
| Participant deferral / active EE | $2,354 | $3,389-30.5% | $4,049-41.9% | $3,514-33.0% |
| Admin fee / account holder | $212 | $520-59.3% | $7,491-97.2% | $847-75.0% |