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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $31,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,735 |
Employer contribution per participant 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 | $91,807 | $64,909+41.4% | $82,312+11.5% | $62,293+47.4% |
| Participation rate | 86.9% | 74.9%+12.0pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 21.10% | 21.18%-0.1pp | 25.88%-4.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,707 | $3,103+83.9% | $3,706+54.0% | $3,169+80.1% |
| Admin fee / account holder | $227 | $440-48.3% | $5,608-95.9% | $479-52.6% |