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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,144 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,442 | $46,332-34.3% | $143,799-78.8% | $64,819-53.0% |
| Participation rate | 42.1% | 64.2%-22.2pp | 80.3%-38.2pp | 71.5%-29.4pp |
| Annual return | -15.48% | -10.05%-5.4pp | -0.04%-15.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $1,038 | $1,911-45.7% | $4,952-79.0% | $2,507-58.6% |
| Participant deferral / active EE | $2,102 | $2,647-20.6% | $5,638-62.7% | $4,311-51.2% |
| Admin fee / account holder | $145 | $154-5.8% | $14,677-99.0% | $188-22.8% |