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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Finders' f... | $71,860 |
LPL FINANCIAL6+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $27,065 |
JANOVER LLC5 years Service code 10 · EIN 11-3258497 | Accounting | $12,500 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $61,017 | $78,781-22.5% | $100,535-39.3% | $73,412-16.9% |
| Participation rate | 97.3% | 80.0%+17.3pp | 79.4%+17.9pp | 72.2%+25.1pp |
| Annual return | 11.51% | 31.69%-20.2pp | 30.90%-19.4pp | 59.30%-47.8pp |
| Employer contribution / active EE | $460 | $2,420-81.0% | $3,419-86.5% | $2,234-79.4% |
| Participant deferral / active EE | $3,466 | $6,537-47.0% | $6,271-44.7% | $3,806-8.9% |
| Admin fee / account holder | $295 | $145+102.8% | $8,085-96.4% | $158+86.7% |