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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $156,576 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,320 | $47,456-42.4% | $172,755-84.2% | $77,775-64.9% |
| Participation rate | 56.6% | 66.3%-9.6pp | 82.6%-26.0pp | 73.2%-16.6pp |
| Annual return | 28.30% | 35.57%-7.3pp | 802.94%-774.6pp | 32.58%-4.3pp |
| Employer contribution / active EE | $917 | $1,574-41.8% | $5,144-82.2% | $2,504-63.4% |
| Participant deferral / active EE | $1,881 | $2,560-26.5% | $5,198-63.8% | $3,966-52.6% |
| Admin fee / account holder | $166 | $81+105.3% | $13,955-98.8% | $100+65.9% |