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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,419 | $94,529-56.2% | $140,019-70.4% | $64,173-35.5% |
| Participation rate | 77.1% | 84.1%-6.9pp | 87.5%-10.4pp | 69.6%+7.6pp |
| Annual return | 8.20% | 7.77%+0.4pp | 651.15%-642.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,613 | $5,250-69.3% | $6,927-76.7% | $3,470-53.5% |
| Admin fee / account holder | $199 | $6,741-97.0% | $10,705-98.1% | $4,887-95.9% |