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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $75,218 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,855 |
Service code 53 · EIN 52-2114207 | Insurance Commissions | $14,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,854 | $37,039+10.3% | $147,618-72.3% | $59,188-31.0% |
| Participation rate | 94.2% | 63.8%+30.4pp | 84.6%+9.6pp | 69.4%+24.8pp |
| Annual return | 0.86% | 7.19%-6.3pp | 61.98%-61.1pp | 5.51%-4.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,249 | $2,094+150.7% | $4,895+7.2% | $3,265+60.8% |
| Admin fee / account holder | $12 | $60-79.3% | $11,612-99.9% | $92-86.5% |