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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,557 |
Service code 13 10933 TRADE CENTER DR STE 100 · RANCHO CORDOVA, CA 956706181 | Contract Administrator | $5,681 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET.PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,481 | $58,895-26.2% | $178,503-75.6% | $73,497-40.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 24.89% | 24.86%0pp | 151.12%-126.2pp | 28.51%-3.6pp |
| Employer contribution / active EE | $7,945 | $2,236+255.3% | $5,011+58.5% | $2,270+250.0% |
| Participant deferral / active EE | $4,885 | $2,567+90.3% | $5,202-6.1% | $3,740+30.6% |
| Admin fee / account holder | $137 | $400-65.7% | $13,987-99.0% | $513-73.2% |