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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,764 |
MOORE COLSON1 year Filed as: MOORE COLSON CPAS AND ADVISORS Service code 10 · EIN 58-1653941 | Accounting | $8,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $281 |
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 | $38,057 | $64,359-40.9% | $90,161-57.8% | $70,126-45.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 30.25% | 28.13%+2.1pp | 34.89%-4.6pp | 73.15%-42.9pp |
| Employer contribution / active EE | $1,757 | $2,046-14.1% | $3,318-47.1% | $2,343-25.0% |
| Participant deferral / active EE | $6,131 | $4,389+39.7% | $5,287+16.0% | $3,332+84.0% |
| Admin fee / account holder | $174 | $3,945-95.6% | $5,943-97.1% | $4,645-96.3% |