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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,641 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $8,768 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,940 | $48,576-38.4% | $169,452-82.3% | $56,287-46.8% |
| Participation rate | 53.8% | 65.8%-12.0pp | 77.8%-24.0pp | 69.9%-16.1pp |
| Annual return | -5.79% | -2.51%-3.3pp | 1.83%-7.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $304 | $1,559-80.5% | $4,157-92.7% | $2,111-85.6% |
| Participant deferral / active EE | $1,580 | $3,275-51.7% | $5,277-70.1% | $3,350-52.8% |
| Admin fee / account holder | $126 | $435-71.0% | $9,110-98.6% | $521-75.8% |