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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $7,208 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,420 |
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 | $15,948 | $75,962-79.0% | $154,108-89.7% | $64,173-75.1% |
| Participation rate | 60.9% | 70.4%-9.5pp | 83.0%-22.1pp | 69.6%-8.6pp |
| Annual return | 5.71% | 30.32%-24.6pp | 735.21%-729.5pp | 7.63%-1.9pp |
| Employer contribution / active EE | $76 | $3,350-97.7% | $5,298-98.6% | $2,381-96.8% |
| Participant deferral / active EE | $1,353 | $3,175-57.4% | $5,081-73.4% | $3,470-61.0% |
| Admin fee / account holder | $117 | $5,589-97.9% | $13,411-99.1% | $4,887-97.6% |