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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,871 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,436 |
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 | $27,350 | $60,165-54.5% | $74,184-63.1% | $55,167-50.4% |
| Participation rate | 88.5% | 74.2%+14.4pp | 76.6%+11.9pp | 69.0%+19.5pp |
| Annual return | 7.24% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $457 | $1,600-71.5% | $2,370-80.7% | $1,963-76.7% |
| Participant deferral / active EE | $2,450 | $2,973-17.6% | $3,550-31.0% | $3,054-19.8% |
| Admin fee / account holder | $90 | $419-78.5% | $5,586-98.4% | $504-82.1% |