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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP / HARTMANN AS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,409 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $13,570 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,457 | $38,989+34.5% | $117,039-55.2% | $77,958-32.7% |
| Participation rate | 95.7% | 57.0%+38.7pp | 77.2%+18.5pp | 71.6%+24.0pp |
| Annual return | 21.33% | 20.61%+0.7pp | 18.95%+2.4pp | 20.87%+0.5pp |
| Employer contribution / active EE | $1,897 | $1,026+84.8% | $3,785-49.9% | $2,310-17.9% |
| Participant deferral / active EE | $3,785 | $1,621+133.5% | $3,929-3.7% | $3,537+7.0% |
| Admin fee / account holder | $27 | $76-64.5% | $5,974-99.6% | $97-72.5% |