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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,875 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $38,108 | $107,378-64.5% | $108,582-64.9% | $57,658-33.9% |
| Participation rate | 73.7% | 77.1%-3.5pp | 79.6%-5.9pp | 70.2%+3.4pp |
| Annual return | 6.62% | 12.80%-6.2pp | -51.70%+58.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,086 | $3,221-4.2% | $4,311-28.4% | $3,061+0.8% |
| Admin fee / account holder | $83 | $108-23.2% | $7,645-98.9% | $95-11.9% |