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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
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).
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 | $11,529 | $70,002-83.5% | $115,038-90.0% | $52,331-78.0% |
| Participation rate | 91.1% | 72.1%+19.0pp | 81.4%+9.8pp | 68.1%+23.0pp |
| Annual return | -0.30% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $924 | $2,715-66.0% | $4,608-80.0% | $1,882-50.9% |
| Participant deferral / active EE | $3,468 | $4,920-29.5% | $6,026-42.5% | $3,022+14.7% |
| Admin fee / account holder | $54 | $566-90.4% | $8,175-99.3% | $592-90.9% |