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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $59,687 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $35,257 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,229 | $46,464-41.4% | $150,298-81.9% | $79,634-65.8% |
| Participation rate | 76.9% | 57.0%+20.0pp | 77.8%-0.8pp | 62.5%+14.4pp |
| Annual return | 18.13% | 27.89%-9.8pp | 62.79%-44.7pp | 36.46%-18.3pp |
| Employer contribution / active EE | $1,613 | $1,512+6.7% | $4,154-61.2% | $2,529-36.2% |
| Participant deferral / active EE | $3,539 | $2,157+64.1% | $5,453-35.1% | $3,835-7.7% |
| Admin fee / account holder | $13 | $891-98.5% | $14,116-99.9% | $1,002-98.7% |