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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $46,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,993 |
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 | $85,064 | $71,666+18.7% | $117,861-27.8% | $69,631+22.2% |
| Participation rate | 87.6% | 77.5%+10.1pp | 79.7%+8.0pp | 70.7%+17.0pp |
| Annual return | 16.65% | 18.86%-2.2pp | 335.11%-318.5pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $3,167 | $1,889+67.6% | $3,786-16.4% | $2,032+55.8% |
| Participant deferral / active EE | $7,018 | $3,340+110.2% | $4,482+56.6% | $3,224+117.7% |
| Admin fee / account holder | $152 | $120+26.0% | $8,021-98.1% | $110+37.3% |