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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $15,316 |
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,544 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC Service code 37 50 TICE BLVD. SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Loan Processing | $2,375 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,394 | $58,911-46.7% | $129,384-75.7% | $77,736-59.6% |
| Participation rate | 27.8% | 59.4%-31.6pp | 69.6%-41.8pp | 70.6%-42.8pp |
| Annual return | 19.38% | 24.75%-5.4pp | 9461.77%-9442.4pp | 31.26%-11.9pp |
| Employer contribution / active EE | $887 | $1,955-54.6% | $4,153-78.6% | $2,728-67.5% |
| Participant deferral / active EE | $1,667 | $3,220-48.2% | $4,166-60.0% | $4,651-64.2% |
| Admin fee / account holder | $250 | $592-57.8% | $7,686-96.8% | $433-42.4% |