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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,701 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC- RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,047 | $69,708-46.9% | $67,560-45.2% | $74,478-50.3% |
| Participation rate | 54.7% | 71.4%-16.7pp | 72.9%-18.2pp | 67.2%-12.5pp |
| Annual return | 10.59% | -40.67%+51.3pp | 3533.50%-3522.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $902 | $2,715-66.8% | $2,737-67.0% | $2,626-65.7% |
| Participant deferral / active EE | $1,845 | $3,637-49.3% | $4,004-53.9% | $4,350-57.6% |
| Admin fee / account holder | $111 | $887-87.5% | $3,994-97.2% | $1,946-94.3% |