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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,104 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,111 | $51,244-43.2% | $80,977-64.1% | $55,167-47.2% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.0%+11.0pp |
| Annual return | 11.08% | 17.39%-6.3pp | 17.11%-6.0pp | 169.23%-158.2pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,688 | $4,418-39.2% | $5,696-52.8% | $3,054-12.0% |
| Admin fee / account holder | $92 | $398-77.0% | $5,517-98.3% | $504-81.8% |