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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,638 | $75,388-71.3% | $123,549-82.5% | $55,725-61.2% |
| Participation rate | 47.6% | 75.7%-28.0pp | 82.3%-34.6pp | 70.9%-23.2pp |
| Annual return | -2.58% | 4.48%-7.1pp | 119.20%-121.8pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,387 | $3,063-54.7% | $4,628-70.0% | $2,078-33.3% |
| Participant deferral / active EE | $3,028 | $5,651-46.4% | $6,426-52.9% | $3,356-9.8% |
| Admin fee / account holder | $149 | $120+24.7% | $9,284-98.4% | $115+29.7% |