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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 53 · EIN 95-2834236 9785 TOWNE CENTRE DR. · SAN DIEGO, CA 92121 | Insurance Commissions | $18,951 |
APA BENEFITS, INC.2+ years Filed as: APA BENFITS, INC. Service code 13 · EIN 82-0341397 8899 S. 700 E., STE. 225 · SANDY, UT 84070 | Contract Administrator | $6,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,073 | $42,546+29.4% | $71,796-23.3% | $55,167-0.2% |
| Participation rate | 32.6% | 59.1%-26.5pp | 69.1%-36.5pp | 69.0%-36.3pp |
| Annual return | 12.19% | 12.36%-0.2pp | 78.04%-65.8pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,051 | $803+30.8% | $1,924-45.4% | $1,963-46.5% |
| Participant deferral / active EE | $1,300 | $2,064-37.0% | $2,794-53.5% | $3,054-57.4% |
| Admin fee / account holder | $307 | $650-52.8% | $4,815-93.6% | $504-39.1% |