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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,548 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,419 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,751 | $64,138+46.2% | $112,258-16.5% | $66,930+40.1% |
| Participation rate | 98.5% | 68.5%+30.1pp | 75.1%+23.5pp | 69.8%+28.7pp |
| Annual return | -17.15% | -13.81%-3.3pp | 27.47%-44.6pp | 1.57%-18.7pp |
| Employer contribution / active EE | $4,909 | $3,006+63.3% | $3,636+35.0% | $2,545+92.9% |
| Participant deferral / active EE | $8,731 | $3,694+136.3% | $4,728+84.6% | $4,238+106.0% |
| Admin fee / account holder | $294 | $625-53.0% | $6,411-95.4% | $593-50.5% |