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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 818 W RIVERSIDE, SUITE 640 · SPOKANE, WA 99201 | Advisory (Participants) | $10,834 |
AMERIBEN1 year Filed as: AMERIBEN SOLUTIONS Service code 15 · EIN 82-0497661 P O BOX 7186 · BOISE, ID 83707 | Recordkeeping | $5,148 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,107 | $47,977-49.8% | $154,108-84.4% | $56,289-57.2% |
| Participation rate | 54.5% | 66.2%-11.7pp | 83.0%-28.5pp | 69.9%-15.4pp |
| Annual return | 8.64% | 3.54%+5.1pp | 735.21%-726.6pp | -9.96%+18.6pp |
| Employer contribution / active EE | $541 | $2,169-75.0% | $5,298-89.8% | $2,111-74.4% |
| Participant deferral / active EE | $1,938 | $2,392-19.0% | $5,081-61.9% | $3,350-42.1% |
| Admin fee / account holder | $132 | $438-69.9% | $13,411-99.0% | $521-74.7% |