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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,850 |
LPL FINANCIAL3 years 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).
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 | $31,148 | $93,182-66.6% | $146,643-78.8% | $79,391-60.8% |
| Participation rate | 40.2% | 76.4%-36.2pp | 80.1%-39.8pp | 70.7%-30.5pp |
| Annual return | 15.62% | 21.61%-6.0pp | 22.75%-7.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $1,121 | $2,420-53.7% | $4,137-72.9% | $2,428-53.8% |
| Participant deferral / active EE | $1,558 | $4,169-62.6% | $5,506-71.7% | $4,046-61.5% |
| Admin fee / account holder | $39 | $585-93.4% | $10,280-99.6% | $627-93.9% |