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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $1,279 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $470 |
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 | $98,934 | $60,165+64.4% | $74,184+33.4% | $55,167+79.3% |
| Participation rate | 83.9% | 74.2%+9.8pp | 76.6%+7.3pp | 69.0%+15.0pp |
| Annual return | 9.68% | 10.00%-0.3pp | 17.74%-8.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $130 | $1,600-91.9% | $2,370-94.5% | $1,963-93.4% |
| Participant deferral / active EE | $4,405 | $2,973+48.2% | $3,550+24.1% | $3,054+44.2% |
| Admin fee / account holder | $4 | $419-99.2% | $5,586-99.9% | $504-99.3% |