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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: KMS FINANCIAL SERVICES Service code 55 2001 SIXTH AVE STE 2801 · SEATTLE, WA 981212588 | Other Commissions | $8,633 |
PRESNELL GAGE, PLLC3 years Service code 10 1216 IDAHO STREET · LEWISTON, ID 83501 | Accounting | $5,600 |
Filed as: EMPLOYEE BENEFIT RESOURCES INC. Service code 13 | Contract Administrator | $3,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,904 | $65,557-43.7% | $105,738-65.1% | $56,287-34.4% |
| Participation rate | 42.3% | 63.4%-21.2pp | 76.3%-34.1pp | 69.9%-27.6pp |
| Annual return | -1.67% | -1.32%-0.3pp | 6.27%-7.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $313 | $1,788-82.5% | $3,268-90.4% | $2,111-85.2% |
| Participant deferral / active EE | $954 | $2,418-60.5% | $4,080-76.6% | $3,350-71.5% |
| Admin fee / account holder | $87 | $561-84.5% | $6,913-98.7% | $521-83.2% |