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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 99 · EIN 04-3046611 | Other Fees | $15,442 |
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 | $13,111 | $75,183-82.6% | $123,894-89.4% | $55,167-76.2% |
| Participation rate | 94.6% | 72.8%+21.8pp | 81.4%+13.2pp | 69.0%+25.6pp |
| Annual return | 10.76% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,122 | $2,823-60.2% | $4,617-75.7% | $1,963-42.8% |
| Participant deferral / active EE | $3,534 | $5,084-30.5% | $5,984-40.9% | $3,054+15.7% |
| Admin fee / account holder | $47 | $663-92.9% | $8,357-99.4% | $504-90.6% |