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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,560 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $5,323 |
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 | $14,258 | $37,196-61.7% | $154,108-90.7% | $55,725-74.4% |
| Participation rate | 55.1% | 64.1%-9.0pp | 83.0%-27.9pp | 70.9%-15.7pp |
| Annual return | 10.29% | 1319.68%-1309.4pp | 735.21%-724.9pp | 244.93%-234.6pp |
| Employer contribution / active EE | $375 | $1,614-76.8% | $5,298-92.9% | $2,078-81.9% |
| Participant deferral / active EE | $935 | $2,068-54.8% | $5,081-81.6% | $3,356-72.1% |
| Admin fee / account holder | $55 | $102-46.0% | $13,411-99.6% | $115-52.4% |