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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,029 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,989 | $89,652-71.0% | $141,177-81.6% | $65,185-60.1% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.5%+15.2pp | 70.2%+27.5pp |
| Annual return | 26.14% | 32.79%-6.7pp | 71.40%-45.3pp | 29.38%-3.2pp |
| Employer contribution / active EE | $1,623 | $3,065-47.1% | $4,736-65.7% | $2,177-25.5% |
| Participant deferral / active EE | $3,504 | $5,691-38.4% | $6,710-47.8% | $3,514-0.3% |
| Admin fee / account holder | $217 | $569-61.9% | $10,263-97.9% | $847-74.4% |