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| Provider | Service type | Compensation |
|---|---|---|
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 | Accounting | $5,241 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $5,013 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,883 | $98,766-71.8% | $149,730-81.4% | $79,852-65.1% |
| Participation rate | 24.5% | 75.8%-51.3pp | 82.5%-58.0pp | 69.6%-45.1pp |
| Annual return | 15.33% | 27.43%-12.1pp | 276.70%-261.4pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,273 | $5,681-7.2% | $6,843-22.9% | $3,740+41.0% |
| Admin fee / account holder | $80 | $6,052-98.7% | $9,310-99.1% | $5,306-98.5% |