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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CIBC Service code 27 · EIN 36-3722148 | Advisory (Plan) | $36,281 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,826 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,133 | $33,826+234.5% | $88,632+27.6% | $67,582+67.4% |
| Participation rate | 81.8% | 64.6%+17.2pp | 68.8%+13.1pp | 71.3%+10.5pp |
| Annual return | 22.83% | 68.24%-45.4pp | 43.75%-20.9pp | 378.57%-355.7pp |
| Employer contribution / active EE | $1,753 | $1,232+42.3% | $2,101-16.5% | $2,148-18.4% |
| Participant deferral / active EE | $6,461 | $2,089+209.3% | $2,917+121.5% | $3,539+82.5% |
| Admin fee / account holder | $181 | $134+35.7% | $4,308-95.8% | $142+27.5% |