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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $70,650 |
LPL FINANCIAL2+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $23,037 |
JANOVER LLC1 year Service code 10 · EIN 11-3258497 | Accounting | $12,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,093 | $56,640-15.1% | $80,977-40.6% | $57,658-16.6% |
| Participation rate | 95.8% | 75.9%+19.9pp | 75.8%+20.0pp | 70.2%+25.6pp |
| Annual return | 7.04% | 19.97%-12.9pp | 17.11%-10.1pp | 5.13%+1.9pp |
| Employer contribution / active EE | $421 | $2,085-79.8% | $3,715-88.7% | $1,974-78.7% |
| Participant deferral / active EE | $2,032 | $4,944-58.9% | $5,696-64.3% | $3,061-33.6% |
| Admin fee / account holder | $315 | $87+261.1% | $5,517-94.3% | $95+232.7% |