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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $17,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | $739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,826 | $80,177-54.1% | $123,894-70.3% | $57,658-36.1% |
| Participation rate | 67.2% | 74.4%-7.3pp | 81.4%-14.3pp | 70.2%-3.1pp |
| Annual return | 32.49% | 17.90%+14.6pp | 47.52%-15.0pp | 5.13%+27.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $10,049 | $5,130+95.9% | $5,984+67.9% | $3,061+228.3% |
| Admin fee / account holder | $3 | $106-96.9% | $8,357-100.0% | $95-96.5% |