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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 53 · EIN 95-2834236 9785 TOWNE CENTRE DR. · SAN DIEGO, CA 92121 | Insurance Commissions | $18,997 |
APA BENEFITS, INC.3+ years Filed as: APA BENFITS, INC. Service code 13 · EIN 82-0341397 8899 S. 700 E., STE. 225 · SANDY, UT 84070 | Contract Administrator | $10,317 |
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 | $71,478 | $51,466+38.9% | $78,778-9.3% | $62,293+14.7% |
| Participation rate | 35.0% | 59.8%-24.8pp | 69.2%-34.2pp | 69.5%-34.5pp |
| Annual return | 19.05% | 19.96%-0.9pp | 35.62%-16.6pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,500 | $827+81.3% | $1,986-24.4% | $2,042-26.5% |
| Participant deferral / active EE | $2,022 | $2,147-5.9% | $2,958-31.7% | $3,169-36.2% |
| Admin fee / account holder | $349 | $489-28.7% | $5,134-93.2% | $479-27.2% |