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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,567 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,055 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,122 | $50,643-7.0% | $106,619-55.8% | $55,167-14.6% |
| Participation rate | 52.2% | 65.6%-13.3pp | 78.0%-25.8pp | 69.0%-16.8pp |
| Annual return | 7.33% | 7.02%+0.3pp | 9.42%-2.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $455 | $1,626-72.0% | $3,947-88.5% | $1,963-76.8% |
| Participant deferral / active EE | $2,089 | $2,208-5.4% | $3,930-46.8% | $3,054-31.6% |
| Admin fee / account holder | $207 | $488-57.6% | $6,418-96.8% | $504-58.9% |