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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $36,112 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 | Contract Administrator | $13,050 |
Service code 27 | Advisory (Plan) | $7,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,713 | $50,637+59.4% | $86,582-6.8% | $62,293+29.6% |
| Participation rate | 62.8% | 67.9%-5.1pp | 73.5%-10.7pp | 69.5%-6.7pp |
| Annual return | 11.79% | 20.80%-9.0pp | 965.08%-953.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $86 | $2,075-95.9% | $2,839-97.0% | $2,042-95.8% |
| Participant deferral / active EE | $2,765 | $2,611+5.9% | $3,609-23.4% | $3,169-12.8% |
| Admin fee / account holder | $84 | $413-79.7% | $4,904-98.3% | $479-82.5% |