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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,856 | $69,305-32.4% | $82,313-43.1% | $69,631-32.7% |
| Participation rate | 60.9% | 80.3%-19.3pp | 76.9%-16.0pp | 70.7%-9.7pp |
| Annual return | 10.44% | 21.47%-11.0pp | 25.88%-15.4pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $916 | $1,887-51.4% | $2,428-62.3% | $2,032-54.9% |
| Participant deferral / active EE | $2,391 | $3,568-33.0% | $3,706-35.5% | $3,224-25.8% |
| Admin fee / account holder | $48 | $97-50.1% | $5,608-99.1% | $110-56.1% |