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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $117,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,725 |
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 | $59,394 | $85,635-30.6% | $123,894-52.1% | $63,975-7.2% |
| Participation rate | 95.7% | 74.9%+20.7pp | 81.4%+14.3pp | 71.1%+24.5pp |
| Annual return | 11.45% | 15.74%-4.3pp | 47.52%-36.1pp | 48.65%-37.2pp |
| Employer contribution / active EE | $2,112 | $3,076-31.3% | $4,617-54.2% | $2,182-3.2% |
| Participant deferral / active EE | $8,869 | $5,667+56.5% | $5,984+48.2% | $3,356+164.2% |
| Admin fee / account holder | $4 | $75-94.9% | $8,357-100.0% | $70-94.6% |