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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORP Service code 16 · EIN 27-0435466 | Consulting | $56,405 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,284 | $65,118+12.5% | $76,767-4.5% | $55,725+31.5% |
| Participation rate | 82.1% | 79.6%+2.4pp | 77.0%+5.1pp | 70.9%+11.2pp |
| Annual return | -4.90% | -1.27%-3.6pp | 2.43%-7.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $3,335 | $1,941+71.8% | $2,485+34.2% | $2,078+60.5% |
| Participant deferral / active EE | $12,516 | $3,688+239.4% | $3,852+224.9% | $3,356+273.0% |
| Admin fee / account holder | $71 | $116-38.6% | $6,675-98.9% | $115-38.2% |