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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $11,546 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,156 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,574 | $57,108-23.7% | $94,229-53.8% | $52,331-16.7% |
| Participation rate | 62.2% | 72.9%-10.7pp | 78.8%-16.6pp | 68.1%-5.9pp |
| Annual return | 0.02% | 1.47%-1.4pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $414 | $1,735-76.2% | $3,587-88.5% | $1,882-78.0% |
| Participant deferral / active EE | $2,110 | $3,040-30.6% | $4,320-51.2% | $3,022-30.2% |
| Admin fee / account holder | $164 | $546-70.0% | $6,269-97.4% | $592-72.3% |