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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,779 |
Filed as: AXA ADVISORS LLC Service code 61 · EIN 13-4078005 | Finders' fees / placement fees | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,661 | $71,192-55.5% | $117,861-73.1% | $62,293-49.2% |
| Participation rate | 58.2% | 74.2%-16.1pp | 79.7%-21.5pp | 69.5%-11.4pp |
| Annual return | 23.41% | 18.66%+4.8pp | 335.11%-311.7pp | 28.90%-5.5pp |
| Employer contribution / active EE | $474 | $1,934-75.5% | $3,786-87.5% | $2,042-76.8% |
| Participant deferral / active EE | $2,385 | $3,189-25.2% | $4,482-46.8% | $3,169-24.7% |
| Admin fee / account holder | $30 | $587-94.9% | $8,021-99.6% | $479-93.8% |