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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $51,707 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,549 | $44,764-83.1% | $68,808-89.0% | $64,819-88.4% |
| Participation rate | 40.0% | 64.8%-24.7pp | 69.0%-29.0pp | 71.5%-31.4pp |
| Annual return | -21.72% | -10.91%-10.8pp | -6.37%-15.3pp | 32.84%-54.6pp |
| Employer contribution / active EE | $1,155 | $1,775-35.0% | $2,656-56.5% | $2,507-53.9% |
| Participant deferral / active EE | $1,921 | $3,238-40.7% | $3,942-51.3% | $4,311-55.4% |
| Admin fee / account holder | $199 | $151+31.6% | $4,936-96.0% | $188+6.1% |