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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $25,562 |
Filed as: CHIPPEWA LUCE MACKINAC Service code 99 524 ASHMUN STREET · SAULT STE MARIE, MI 49783 | Other Fees | $9,375 |
Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $8,774 |
LPL FINANCIAL1 year Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $6,405 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $55,453-100.0% | $170,435-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 12.33% | 21.38%-9.0pp | 205.94%-193.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,006 | $2,164-53.5% | $5,432-81.5% | $2,042-50.7% |
| Participant deferral / active EE | $1,135 | $2,303-50.7% | $4,939-77.0% | $3,169-64.2% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |