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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 9540 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $18,287 |
Filed as: MILLENNIUM INVESTMENT AND RETIREMEN Service code 26 · EIN 94-3428956 13850 BALLANTYNE CORPORATE PL · CHARLOTTE, NC 28277 | Advisory (Participants) | $2,286 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $373 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,955 | $58,320-55.5% | $86,439-70.0% | $66,930-61.2% |
| Participation rate | 99.1% | 78.6%+20.5pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | 27.18% | -9.71%+36.9pp | 4395.55%-4368.4pp | 1.57%+25.6pp |
| Employer contribution / active EE | $3,900 | $2,615+49.1% | $3,769+3.5% | $2,545+53.3% |
| Participant deferral / active EE | $8,231 | $6,899+19.3% | $6,952+18.4% | $4,238+94.2% |
| Admin fee / account holder | $194 | $546-64.4% | $6,732-97.1% | $593-67.2% |