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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $37,502 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
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 | $78,902 | $64,909+21.6% | $82,312-4.1% | $62,293+26.7% |
| Participation rate | 91.5% | 74.9%+16.6pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 14.11% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $462 | $1,676-72.4% | $2,428-81.0% | $2,042-77.4% |
| Participant deferral / active EE | $3,204 | $3,103+3.2% | $3,706-13.6% | $3,169+1.1% |
| Admin fee / account holder | $132 | $440-70.0% | $5,608-97.6% | $479-72.5% |