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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $485,171 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $95,316 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $75,798 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,458 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,590 | $118,972-70.1% | $93,063-61.8% | $118,972-70.1% |
| Participation rate | 72.1% | 78.0%-5.9pp | 72.1%0pp | 78.0%-5.9pp |
| Annual return | 21.68% | 15.19%+6.5pp | 34.15%-12.5pp | 15.19%+6.5pp |
| Employer contribution / active EE | $649 | $3,776-82.8% | $2,476-73.8% | $3,776-82.8% |
| Participant deferral / active EE | $2,292 | $6,017-61.9% | $3,958-42.1% | $6,017-61.9% |
| Admin fee / account holder | $93 | $127-26.8% | $6,033-98.5% | $127-26.8% |