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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,934 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 23 · EIN 04-3046611 | Investment advisory (plan); Investmen... | $39,616 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,403 | $54,213-45.8% | $93,696-68.6% | $77,736-62.2% |
| Participation rate | 80.3% | 64.0%+16.4pp | 68.7%+11.6pp | 70.6%+9.8pp |
| Annual return | 14.84% | 30.55%-15.7pp | 133.74%-118.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $532 | $1,168-54.4% | $2,422-78.0% | $2,728-80.5% |
| Participant deferral / active EE | $3,160 | $3,145+0.5% | $4,417-28.5% | $4,651-32.1% |
| Admin fee / account holder | $178 | $575-69.0% | $8,287-97.8% | $433-58.8% |