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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $27,327 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,389 |
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 | $36,726 | $65,376-43.8% | $87,102-57.8% | $65,185-43.7% |
| Participation rate | 93.3% | 75.3%+17.9pp | 76.9%+16.4pp | 70.2%+23.1pp |
| Annual return | 24.24% | 31.27%-7.0pp | 28.19%-4.0pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,742 | $1,822-4.4% | $2,521-30.9% | $2,177-20.0% |
| Participant deferral / active EE | $4,192 | $3,388+23.7% | $4,048+3.5% | $3,514+19.3% |
| Admin fee / account holder | $199 | $520-61.7% | $7,491-97.3% | $847-76.5% |