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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,658 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 16 · EIN 54-1900002 | Consulting | $15,600 |
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.
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 | $72,413 | $101,499-28.7% | $147,005-50.7% | $74,546-2.9% |
| Participation rate | 44.5% | 75.5%-31.0pp | 82.2%-37.6pp | 67.2%-22.7pp |
| Annual return | 20.55% | 8732.34%-8711.8pp | 418.76%-398.2pp | 1366.03%-1345.5pp |
| Employer contribution / active EE | $1,648 | $3,811-56.8% | $4,934-66.6% | $2,624-37.2% |
| Participant deferral / active EE | $2,440 | $7,304-66.6% | $8,070-69.8% | $4,347-43.9% |
| Admin fee / account holder | $9 | $1,748-99.5% | $13,006-99.9% | $1,944-99.6% |