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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,050 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,496 | $86,341-80.9% | $125,195-86.8% | $65,186-74.7% |
| Participation rate | 52.9% | 75.3%-22.4pp | 79.8%-26.8pp | 70.2%-17.3pp |
| Annual return | 30.66% | 27.44%+3.2pp | 43.79%-13.1pp | 29.39%+1.3pp |
| Employer contribution / active EE | $1,245 | $2,040-39.0% | $3,866-67.8% | $2,177-42.8% |
| Participant deferral / active EE | $1,653 | $3,538-53.3% | $4,937-66.5% | $3,514-52.9% |
| Admin fee / account holder | $19 | $609-96.9% | $9,704-99.8% | $847-97.8% |