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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,500 |
Filed as: RETIREMENT PLAN ADVISOR SEARCH Service code 13 2653 DANDELION DR · HIGH POINT, NC 27265 | Contract Administrator | $3,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $421 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,510 | $47,126-7.7% | $149,673-70.9% | $74,419-41.5% |
| Participation rate | 61.0% | 63.4%-2.4pp | 78.8%-17.8pp | 70.7%-9.8pp |
| Annual return | 20.87% | 22.75%-1.9pp | 134.42%-113.5pp | 34.38%-13.5pp |
| Employer contribution / active EE | $1,387 | $1,905-27.2% | $4,818-71.2% | $2,637-47.4% |
| Participant deferral / active EE | $2,520 | $2,728-7.6% | $5,680-55.6% | $4,528-44.3% |
| Admin fee / account holder | $6 | $343-98.4% | $13,210-100.0% | $348-98.4% |