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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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,505-71.9% | $94,105-62.2% | $126,505-71.9% |
| Participation rate | 72.1% | 81.0%-9.0pp | 71.9%+0.1pp | 81.0%-9.0pp |
| Annual return | 21.68% | 14.86%+6.8pp | 204.55%-182.9pp | 14.86%+6.8pp |
| Employer contribution / active EE | $649 | $4,041-83.9% | $2,504-74.1% | $4,041-83.9% |
| Participant deferral / active EE | $2,292 | $6,313-63.7% | $3,881-40.9% | $6,313-63.7% |
| Admin fee / account holder | $93 | $145-36.2% | $6,199-98.5% | $145-36.2% |