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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $15,570 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,804 |
Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
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 | $192,890 | $75,183+156.6% | $123,894+55.7% | $55,167+249.6% |
| Participation rate | 88.3% | 72.8%+15.5pp | 81.4%+6.9pp | 69.0%+19.3pp |
| Annual return | 8.96% | 19.01%-10.0pp | 47.52%-38.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $8,627 | $2,823+205.5% | $4,617+86.9% | $1,963+339.6% |
| Participant deferral / active EE | $13,550 | $5,084+166.5% | $5,984+126.4% | $3,054+343.7% |
| Admin fee / account holder | $71 | $663-89.4% | $8,357-99.2% | $504-86.0% |