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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 | $38,165-28.7% | $189,758-85.7% | $69,255-60.7% |
| Participation rate | 76.9% | 66.7%+10.2pp | 79.8%-2.9pp | 69.0%+7.9pp |
| Annual return | 18.13% | 14.65%+3.5pp | 52.62%-34.5pp | 26.73%-8.6pp |
| Employer contribution / active EE | $1,613 | $1,589+1.5% | $4,767-66.2% | $2,645-39.0% |
| Participant deferral / active EE | $3,539 | $2,073+70.7% | $5,856-39.6% | $2,890+22.4% |
| Admin fee / account holder | $13 | $714-98.2% | $20,388-99.9% | $733-98.2% |