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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $2,896 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $893 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORTATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,274 | $88,137-46.4% | $164,975-71.3% | $74,429-36.5% |
| Participation rate | 74.0% | 73.1%+0.9pp | 78.6%-4.6pp | 67.2%+6.8pp |
| Annual return | 16.48% | 17.13%-0.6pp | 70.12%-53.6pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $1,962 | $2,597-24.5% | $4,343-54.8% | $2,625-25.2% |
| Participant deferral / active EE | $3,388 | $4,501-24.7% | $6,033-43.8% | $4,348-22.1% |
| Admin fee / account holder | $28 | $2,231-98.7% | $12,688-99.8% | $1,944-98.6% |