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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,593 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,914 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,550 |
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 | $61,615 | $69,231-11.0% | $91,994-33.0% | $67,579-8.8% |
| Participation rate | 84.0% | 78.9%+5.1pp | 78.6%+5.3pp | 71.3%+12.7pp |
| Annual return | 30.85% | 32.03%-1.2pp | 69.04%-38.2pp | 378.56%-347.7pp |
| Employer contribution / active EE | $3,083 | $2,284+35.0% | $3,453-10.7% | $2,148+43.5% |
| Participant deferral / active EE | $7,255 | $5,854+23.9% | $5,924+22.5% | $3,539+105.0% |
| Admin fee / account holder | $195 | $107+81.2% | $7,744-97.5% | $142+36.8% |