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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $28,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,310 | $64,286-26.4% | $90,970-48.0% | $73,412-35.6% |
| Participation rate | 53.8% | 63.6%-9.8pp | 69.0%-15.2pp | 72.2%-18.3pp |
| Annual return | 13.84% | 21.46%-7.6pp | 134.60%-120.8pp | 59.30%-45.5pp |
| Employer contribution / active EE | $495 | $895-44.6% | $2,122-76.7% | $2,234-77.8% |
| Participant deferral / active EE | $2,644 | $2,453+7.8% | $3,373-21.6% | $3,806-30.5% |
| Admin fee / account holder | $271 | $287-5.8% | $5,961-95.5% | $158+71.4% |