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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $530,110 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $60,000 |
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 | $43,290 | $82,279-47.4% | $78,002-44.5% | $63,975-32.3% |
| Participation rate | 96.6% | 84.7%+11.9pp | 75.5%+21.1pp | 71.1%+25.5pp |
| Annual return | 7.22% | 11.20%-4.0pp | 425.99%-418.8pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,461 | $3,297-55.7% | $2,470-40.9% | $2,182-33.0% |
| Participant deferral / active EE | $3,112 | $4,538-31.4% | $3,497-11.0% | $3,356-7.3% |
| Admin fee / account holder | $105 | $81+28.4% | $5,481-98.1% | $70+48.4% |