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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $95,273 |
LPL FINANCIAL6+ years Service code 28 · EIN 04-3046611 | Investment Management | $40,000 |
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 | $153,048 | $84,948+80.2% | $70,494+117.1% | $73,412+108.5% |
| Participation rate | 97.8% | 79.9%+17.8pp | 75.1%+22.7pp | 72.2%+25.6pp |
| Annual return | 11.16% | 13.39%-2.2pp | 109.16%-98.0pp | 59.30%-48.1pp |
| Employer contribution / active EE | $5,183 | $2,834+82.9% | $2,738+89.3% | $2,234+132.0% |
| Participant deferral / active EE | $7,378 | $3,387+117.8% | $3,711+98.8% | $3,806+93.9% |
| Admin fee / account holder | $128 | $98+30.6% | $3,848-96.7% | $158-18.9% |