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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,612 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,925 |
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 | $50,884 | $63,924-20.4% | $108,582-53.1% | $55,167-7.8% |
| Participation rate | 93.1% | 74.3%+18.8pp | 79.6%+13.5pp | 69.0%+24.1pp |
| Annual return | 17.55% | 15.31%+2.2pp | -51.70%+69.3pp | 169.23%-151.7pp |
| Employer contribution / active EE | $1,999 | $1,879+6.4% | $3,758-46.8% | $1,963+1.9% |
| Participant deferral / active EE | $3,774 | $3,067+23.1% | $4,311-12.5% | $3,054+23.6% |
| Admin fee / account holder | $159 | $618-74.2% | $7,645-97.9% | $504-68.4% |