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| Provider | Service type | Compensation |
|---|---|---|
ADVANTAGE RESOURCE1 year Filed as: ADVANTAGE RESOURCE, INC. Service code 15 · EIN 02-0658107 PO BOX 4099 · LEXINGTON, KY 40544 | Recordkeeping | $6,478 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,000 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834239 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,580 | $56,894-56.8% | $84,753-71.0% | $62,881-60.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.79% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $6,358 | $2,400+164.9% | $3,574+77.9% | $2,281+178.8% |
| Participant deferral / active EE | $696 | $2,709-74.3% | $3,712-81.2% | $3,203-78.3% |
| Admin fee / account holder | $80 | $3,581-97.8% | $5,333-98.5% | $4,296-98.1% |