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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $16,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $56,640-100.0% | $80,977-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 75.8%-75.8pp | 70.2%-70.2pp |
| Annual return | 14.72% | 19.97%-5.2pp | 17.11%-2.4pp | 5.13%+9.6pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,391 | $4,944+69.7% | $5,696+47.3% | $3,061+174.2% |
| Admin fee / account holder | $0 | $87-100.0% | $5,517-100.0% | $95-100.0% |