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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,115 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,651 | $45,283+58.2% | $155,789-54.0% | $52,331+36.9% |
| Participation rate | 86.1% | 62.2%+23.9pp | 76.1%+10.0pp | 68.1%+18.0pp |
| Annual return | 1.26% | 1.80%-0.5pp | 71.54%-70.3pp | 4.54%-3.3pp |
| Employer contribution / active EE | $4,831 | $1,329+263.6% | $3,839+25.9% | $1,882+156.8% |
| Participant deferral / active EE | $9,078 | $2,854+218.0% | $4,798+89.2% | $3,022+200.4% |
| Admin fee / account holder | $11 | $981-98.9% | $7,477-99.9% | $592-98.2% |