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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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.
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 | $12,454 | $70,115-82.2% | $70,565-82.4% | $80,169-84.5% |
| Participation rate | 80.3% | 71.7%+8.7pp | 68.4%+12.0pp | 72.9%+7.4pp |
| Annual return | 17.20% | 134.51%-117.3pp | 32.79%-15.6pp | 40.39%-23.2pp |
| Employer contribution / active EE | $331 | $3,021-89.1% | $2,976-88.9% | $2,978-88.9% |
| Participant deferral / active EE | $1,728 | $4,495-61.6% | $4,568-62.2% | $5,016-65.6% |
| Admin fee / account holder | $70 | $112-37.4% | $6,430-98.9% | $145-51.5% |