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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $21,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
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 | $54,152 | $74,024-26.8% | $78,002-30.6% | $57,658-6.1% |
| Participation rate | 98.3% | 79.7%+18.5pp | 75.5%+22.7pp | 70.2%+28.0pp |
| Annual return | 7.06% | 12.14%-5.1pp | 425.99%-418.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,360 | $2,365-0.2% | $2,470-4.5% | $1,974+19.6% |
| Participant deferral / active EE | $2,371 | $3,533-32.9% | $3,497-32.2% | $3,061-22.5% |
| Admin fee / account holder | $5 | $93-94.3% | $5,481-99.9% | $95-94.4% |