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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $17,602 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,111 | $69,159-70.9% | $125,192-83.9% | $67,579-70.2% |
| Participation rate | 41.6% | 78.2%-36.6pp | 79.8%-38.1pp | 71.3%-29.6pp |
| Annual return | 19.66% | 27.12%-7.5pp | 43.79%-24.1pp | 378.56%-358.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,908 | $3,700-48.4% | $4,937-61.3% | $3,539-46.1% |
| Admin fee / account holder | $156 | $142+10.0% | $9,704-98.4% | $142+9.6% |