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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $270,414 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $63,811 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,474 | $44,007-83.0% | $154,114-95.2% | $68,904-89.2% |
| Participation rate | 76.7% | 70.0%+6.6pp | 83.0%-6.4pp | 74.1%+2.5pp |
| Annual return | -5.23% | 8.15%-13.4pp | 735.16%-740.4pp | 1.07%-6.3pp |
| Employer contribution / active EE | $35 | $1,732-98.0% | $5,298-99.3% | $2,540-98.6% |
| Participant deferral / active EE | $1,054 | $2,813-62.5% | $5,081-79.3% | $4,015-73.8% |
| Admin fee / account holder | $57 | $65-12.5% | $13,411-99.6% | $71-20.5% |