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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $17,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,208 |
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 | $49,058 | $55,449-11.5% | $83,831-41.5% | $56,289-12.8% |
| Participation rate | 89.5% | 68.0%+21.5pp | 76.1%+13.4pp | 69.9%+19.7pp |
| Annual return | -5.33% | -1.38%-4.0pp | 850.99%-856.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,954 | $2,430+62.7% | $3,631+8.9% | $2,111+87.3% |
| Participant deferral / active EE | $6,586 | $2,935+124.4% | $4,082+61.4% | $3,350+96.6% |
| Admin fee / account holder | $6 | $656-99.1% | $5,479-99.9% | $521-98.9% |