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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $674,582 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $10,046 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 80-1651680 | Consulting | $5,100 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,714 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,407 | $119,626+83.4% | $147,041+49.2% | $99,187+121.2% |
| Participation rate | 99.7% | 73.4%+26.3pp | 82.2%+17.6pp | 71.7%+28.1pp |
| Annual return | 14.33% | 28.81%-14.5pp | 419.21%-404.9pp | 17.66%-3.3pp |
| Employer contribution / active EE | $8,005 | $4,152+92.8% | $4,935+62.2% | $3,262+145.4% |
| Participant deferral / active EE | $11,428 | $7,997+42.9% | $8,071+41.6% | $5,339+114.0% |
| Admin fee / account holder | $52 | $150-64.9% | $13,006-99.6% | $109-51.9% |