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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 | $43,749-29.1% | $158,223-80.4% | $65,306-52.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 13.70% | 19.41%-5.7pp | 52.09%-38.4pp | 21.94%-8.2pp |
| Employer contribution / active EE | $3,627 | $1,497+142.2% | $4,109-11.7% | $1,967+84.4% |
| Participant deferral / active EE | $2,466 | $2,019+22.1% | $5,467-54.9% | $2,959-16.7% |
| Admin fee / account holder | $106 | $1,930-94.5% | $16,047-99.3% | $3,480-97.0% |