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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,802 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,190 |
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 | $55,411 | $48,471+14.3% | $182,540-69.6% | $67,579-18.0% |
| Participation rate | 76.8% | 67.2%+9.7pp | 78.0%-1.1pp | 71.3%+5.6pp |
| Annual return | 24.39% | 31.08%-6.7pp | 148.58%-124.2pp | 378.56%-354.2pp |
| Employer contribution / active EE | $789 | $1,461-46.0% | $4,076-80.7% | $2,148-63.3% |
| Participant deferral / active EE | $5,171 | $3,324+55.6% | $5,525-6.4% | $3,539+46.1% |
| Admin fee / account holder | $168 | $151+11.2% | $8,593-98.0% | $142+18.2% |