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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,462 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,003 | $47,180-34.3% | $149,723-79.3% | $74,473-58.4% |
| Participation rate | 35.5% | 63.4%-27.9pp | 78.8%-43.3pp | 70.7%-35.2pp |
| Annual return | 17.49% | 22.75%-5.3pp | 134.50%-117.0pp | 34.36%-16.9pp |
| Employer contribution / active EE | $371 | $1,907-80.5% | $4,821-92.3% | $2,638-85.9% |
| Participant deferral / active EE | $920 | $2,730-66.3% | $5,682-83.8% | $4,530-79.7% |
| Admin fee / account holder | $96 | $343-72.1% | $13,215-99.3% | $347-72.4% |