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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $22,743 |
BKD, LLP2+ years Filed as: DIXON Service code 16 · EIN 56-0747981 | Consulting | $12,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,540 | $107,378-77.1% | $108,582-77.4% | $57,658-57.4% |
| Participation rate | 88.8% | 77.1%+11.6pp | 79.6%+9.2pp | 70.2%+18.5pp |
| Annual return | 7.66% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $650 | $1,782-63.5% | $3,758-82.7% | $1,974-67.1% |
| Participant deferral / active EE | $2,478 | $3,221-23.1% | $4,311-42.5% | $3,061-19.1% |
| Admin fee / account holder | $114 | $108+5.4% | $7,645-98.5% | $95+20.9% |