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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $46,645 |
LPL FINANCIAL3 years Service code 16 | Consulting | $16,925 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,021 | $43,496-28.7% | $161,489-80.8% | $64,340-51.8% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 13.70% | 20.76%-7.1pp | 89.72%-76.0pp | 24.14%-10.4pp |
| Employer contribution / active EE | $3,627 | $1,431+153.5% | $4,268-15.0% | $1,862+94.8% |
| Participant deferral / active EE | $2,466 | $1,996+23.5% | $5,630-56.2% | $2,980-17.3% |
| Admin fee / account holder | $106 | $2,330-95.5% | $16,006-99.3% | $3,703-97.1% |