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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVEST MGMT Service code 99 · EIN 27-0435466 | Other Fees | $38,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,568 | $35,986+35.0% | $77,513-37.3% | $73,493-33.9% |
| Participation rate | 60.1% | 40.8%+19.2pp | 54.2%+5.9pp | 70.7%-10.6pp |
| Annual return | 14.85% | 19.26%-4.4pp | 54.81%-40.0pp | 28.51%-13.7pp |
| Employer contribution / active EE | $728 | $557+30.6% | $987-26.2% | $2,270-67.9% |
| Participant deferral / active EE | $1,655 | $1,198+38.2% | $1,861-11.1% | $3,740-55.7% |
| Admin fee / account holder | $312 | $466-33.1% | $2,859-89.1% | $513-39.2% |