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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,675 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,634 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,964 | $101,653-58.7% | $147,080-71.5% | $74,459-43.6% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.2%+2.4pp | 67.2%+17.3pp |
| Annual return | 22.71% | 8754.98%-8732.3pp | 420.17%-397.5pp | 1369.70%-1347.0pp |
| Employer contribution / active EE | $1,809 | $3,813-52.6% | $4,933-63.3% | $2,626-31.1% |
| Participant deferral / active EE | $6,376 | $7,304-12.7% | $8,066-21.0% | $4,350+46.6% |
| Admin fee / account holder | $135 | $1,752-92.3% | $12,989-99.0% | $1,945-93.0% |