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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,925 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,411 | $151,490-92.5% | $153,741-92.6% | - |
| Participation rate | 69.1% | 67.5%+1.6pp | 77.1%-8.0pp | - |
| Annual return | 15.39% | 14.17%+1.2pp | 15.71%-0.3pp | - |
| Employer contribution / active EE | $900 | $2,542-64.6% | $5,042-82.2% | - |
| Participant deferral / active EE | $2,702 | $4,237-36.2% | $6,757-60.0% | - |
| Admin fee / account holder | $48 | $25,345-99.8% | $12,749-99.6% | - |