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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 26 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $7,935 |
JULY BUSINESS SERVICES3+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76701 | Contract Administrator | $7,383 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,113 | $59,191-50.8% | $76,767-62.1% | $56,289-48.3% |
| Participation rate | 35.1% | 75.2%-40.1pp | 77.0%-41.8pp | 69.9%-34.7pp |
| Annual return | 6.79% | 6.62%+0.2pp | 2.43%+4.4pp | -9.96%+16.8pp |
| Employer contribution / active EE | $749 | $1,759-57.4% | $2,485-69.9% | $2,111-64.5% |
| Participant deferral / active EE | $1,330 | $3,255-59.1% | $3,852-65.5% | $3,350-60.3% |
| Admin fee / account holder | $212 | $489-56.6% | $6,675-96.8% | $521-59.2% |