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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 71 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Brokerage Fees | $29,659 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $1,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,424 | $89,739-40.5% | $149,718-64.3% | $62,292-14.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.38% | 21.01%-8.6pp | 1501.63%-1489.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,217 | $3,233-31.4% | $5,445-59.3% | $2,042+8.5% |
| Participant deferral / active EE | $2,925 | $4,797-39.0% | $6,569-55.5% | $3,169-7.7% |
| Admin fee / account holder | $7 | $551-98.7% | $11,283-99.9% | $479-98.5% |