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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,270 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $16,505 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,355 |
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 | $69,073 | $78,781-12.3% | $100,528-31.3% | $73,412-5.9% |
| Participation rate | 92.7% | 80.0%+12.6pp | 79.4%+13.3pp | 72.2%+20.5pp |
| Annual return | 18.15% | 31.69%-13.5pp | 30.90%-12.7pp | 59.30%-41.1pp |
| Employer contribution / active EE | $3,027 | $2,420+25.1% | $3,419-11.4% | $2,234+35.5% |
| Participant deferral / active EE | $7,232 | $6,537+10.6% | $6,271+15.3% | $3,806+90.0% |
| Admin fee / account holder | $197 | $145+35.9% | $8,084-97.6% | $158+25.1% |