| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $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 | $120,321+82.4% | $147,117+49.1% | $99,313+120.9% |
| Participation rate | 99.7% | 73.4%+26.4pp | 82.2%+17.6pp | 71.7%+28.0pp |
| Annual return | 14.33% | 28.95%-14.6pp | 420.54%-406.2pp | 17.67%-3.3pp |
| Employer contribution / active EE | $8,005 | $4,158+92.5% | $4,932+62.3% | $3,264+145.2% |
| Participant deferral / active EE | $11,428 | $8,044+42.1% | $8,065+41.7% | $5,346+113.8% |
| Admin fee / account holder | $52 | $150-65.1% | $12,993-99.6% | $109-51.9% |