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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $6,656 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $208 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,039 | $78,425-75.7% | $95,956-80.2% | $79,858-76.2% |
| Participation rate | 89.2% | 73.5%+15.8pp | 77.1%+12.2pp | 69.6%+19.6pp |
| Annual return | 14.47% | 19.37%-4.9pp | 91.63%-77.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,974 | $3,440-42.6% | $4,167-52.6% | $3,740-47.2% |
| Admin fee / account holder | $115 | $5,622-98.0% | $6,797-98.3% | $5,306-97.8% |