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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,048 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,182 |
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 | $39,813 | $47,135-15.5% | $149,717-73.4% | $74,440-46.5% |
| Participation rate | 42.8% | 63.4%-20.6pp | 78.8%-36.0pp | 70.7%-27.9pp |
| Annual return | 17.06% | 22.75%-5.7pp | 134.41%-117.3pp | 34.37%-17.3pp |
| Employer contribution / active EE | $1,178 | $1,906-38.2% | $4,820-75.5% | $2,638-55.3% |
| Participant deferral / active EE | $2,411 | $2,728-11.6% | $5,682-57.6% | $4,529-46.8% |
| Admin fee / account holder | $181 | $343-47.2% | $13,213-98.6% | $348-48.0% |