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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,426 |
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 | $41,944 | $71,666-41.5% | $117,861-64.4% | $69,631-39.8% |
| Participation rate | 71.4% | 77.5%-6.1pp | 79.7%-8.3pp | 70.7%+0.7pp |
| Annual return | 14.80% | 18.86%-4.1pp | 335.11%-320.3pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,813 | $3,340-15.8% | $4,482-37.2% | $3,224-12.7% |
| Admin fee / account holder | $72 | $120-40.6% | $8,021-99.1% | $110-35.2% |