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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,420 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,534 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-1463664 | Contract Administrator | $14,196 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $375 |
Service code 19 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,543 | $55,453-48.5% | $170,435-83.3% | $62,293-54.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.16% | 21.38%-8.2pp | 205.94%-192.8pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,009 | $2,164-7.2% | $5,432-63.0% | $2,042-1.6% |
| Participant deferral / active EE | $1,686 | $2,303-26.8% | $4,939-65.9% | $3,169-46.8% |
| Admin fee / account holder | $219 | $455-51.8% | $13,881-98.4% | $479-54.3% |