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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $16,787 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,427 |
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 | $75,720 | $58,726+28.9% | $92,240-17.9% | $62,293+21.6% |
| Participation rate | 83.5% | 68.3%+15.1pp | 76.5%+7.0pp | 69.5%+14.0pp |
| Annual return | 15.38% | 43.62%-28.2pp | 176.29%-160.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $4,642 | $2,392+94.1% | $3,680+26.1% | $2,042+127.3% |
| Participant deferral / active EE | $5,013 | $2,766+81.2% | $3,897+28.6% | $3,169+58.2% |
| Admin fee / account holder | $19 | $556-96.6% | $5,194-99.6% | $479-96.1% |