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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL - RRCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $67,025 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPM SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $8,339 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,782 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $50 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CMPY Service code 15 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $360,040 | $46,360+676.6% | $147,617+143.9% | $52,331+588.0% |
| Participation rate | 99.3% | 64.9%+34.4pp | 84.6%+14.7pp | 68.1%+31.2pp |
| Annual return | -1.31% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $21,941 | $2,126+931.9% | $5,564+294.3% | $1,882+1066.0% |
| Participant deferral / active EE | $11,363 | $2,258+403.3% | $4,895+132.1% | $3,022+276.0% |
| Admin fee / account holder | $470 | $766-38.7% | $11,612-96.0% | $592-20.6% |