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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC5+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $11,561 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $9,802 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,006 | $65,960-59.1% | $81,882-67.0% | $77,762-65.3% |
| Participation rate | 44.0% | 65.8%-21.8pp | 72.4%-28.4pp | 70.6%-26.6pp |
| Annual return | 20.64% | 26.64%-6.0pp | 779.47%-758.8pp | 31.27%-10.6pp |
| Employer contribution / active EE | $1,057 | $2,375-55.5% | $2,916-63.8% | $2,728-61.3% |
| Participant deferral / active EE | $2,386 | $3,505-31.9% | $4,323-44.8% | $4,651-48.7% |
| Admin fee / account holder | $205 | $526-61.0% | $7,360-97.2% | $433-52.6% |