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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 99 · EIN 04-3046611 | Other Fees | $20,867 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,846 | $107,378-47.1% | $108,582-47.6% | $57,658-1.4% |
| Participation rate | 31.4% | 77.1%-45.7pp | 79.6%-48.2pp | 70.2%-38.9pp |
| Annual return | 8.07% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,984 | $3,221-38.4% | $4,311-54.0% | $3,061-35.2% |
| Admin fee / account holder | $12 | $108-88.8% | $7,645-99.8% | $95-87.1% |