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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $16,179 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907 | Recordkeeping | $2,164 |
ACTUARIAL BENEFITS CORP3 years Service code 15 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Recordkeeping | $1,640 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,844 | $35,485+54.6% | $74,551-26.4% | $55,725-1.6% |
| Participation rate | 22.4% | 62.5%-40.2pp | 69.1%-46.8pp | 70.9%-48.5pp |
| Annual return | -7.27% | 0.72%-8.0pp | 32.53%-39.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,614 | $2,181-26.0% | $3,108-48.1% | $3,356-51.9% |
| Admin fee / account holder | $25 | $114-77.8% | $5,059-99.5% | $115-78.0% |