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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $20,771 |
EQUITABLE ADVISORS LLC1 year Service code 55 · EIN 13-4078005 | Other Commissions | $16,004 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,034 | $54,193+34.8% | $93,669-22.0% | $77,714-6.0% |
| Participation rate | 65.4% | 63.9%+1.5pp | 68.7%-3.3pp | 70.6%-5.2pp |
| Annual return | 10.30% | 30.54%-20.2pp | 133.59%-123.3pp | 31.26%-21.0pp |
| Employer contribution / active EE | $1,090 | $1,168-6.7% | $2,424-55.0% | $2,727-60.0% |
| Participant deferral / active EE | $4,923 | $3,144+56.6% | $4,416+11.5% | $4,649+5.9% |
| Admin fee / account holder | $15 | $576-97.5% | $8,291-99.8% | $433-96.6% |