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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $18,275 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,293 | $70,002-58.2% | $115,038-74.5% | $52,331-44.0% |
| Participation rate | 95.0% | 72.1%+22.9pp | 81.4%+13.6pp | 68.1%+26.9pp |
| Annual return | -15.53% | 4.04%-19.6pp | 26.14%-41.7pp | 4.54%-20.1pp |
| Employer contribution / active EE | $11,551 | $2,715+325.5% | $4,608+150.7% | $1,882+513.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $88 | $566-84.5% | $8,175-98.9% | $592-85.2% |