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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 53 · EIN 95-2834236 | Insurance Commissions | $28,209 |
T R PAUL INC.1 year Filed as: PAUL V CAIN Service code 15 | Recordkeeping | $2,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,530 | $55,457-44.9% | $76,119-59.9% | $77,736-60.7% |
| Participation rate | 47.5% | 63.6%-16.1pp | 69.1%-21.6pp | 70.6%-23.1pp |
| Annual return | 14.92% | 17.09%-2.2pp | 361.25%-346.3pp | 31.26%-16.3pp |
| Employer contribution / active EE | $1,194 | $1,792-33.4% | $2,693-55.7% | $2,728-56.2% |
| Participant deferral / active EE | $2,419 | $3,454-30.0% | $4,259-43.2% | $4,651-48.0% |
| Admin fee / account holder | $29 | $411-93.0% | $6,421-99.5% | $433-93.3% |