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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,053 | $71,666-56.7% | $117,860-73.7% | $69,631-55.4% |
| Participation rate | 68.6% | 77.5%-9.0pp | 79.7%-11.1pp | 70.7%-2.1pp |
| Annual return | 42.70% | 18.86%+23.8pp | 335.10%-292.4pp | 27571.02%-27528.3pp |
| Employer contribution / active EE | $481 | $1,889-74.5% | $3,786-87.3% | $2,032-76.3% |
| Participant deferral / active EE | $2,022 | $3,340-39.4% | $4,482-54.9% | $3,224-37.3% |
| Admin fee / account holder | $75 | $120-37.6% | $8,021-99.1% | $110-32.0% |