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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,750 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,093 |
LPL FINANCIAL3 years Service code 70 · EIN 04-3046611 | Consulting Fees | $7,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $81,991 | $98,982-17.2% | $162,185-49.4% | $65,186+25.8% |
| Participation rate | 93.0% | 85.8%+7.2pp | 87.6%+5.4pp | 70.2%+22.8pp |
| Annual return | -11.78% | 24.84%-36.6pp | 115.61%-127.4pp | 29.39%-41.2pp |
| Employer contribution / active EE | $1,365 | $3,467-60.6% | $5,613-75.7% | $2,177-37.3% |
| Participant deferral / active EE | $5,247 | $5,384-2.6% | $7,297-28.1% | $3,514+49.3% |
| Admin fee / account holder | $128 | $596-78.6% | $10,844-98.8% | $847-84.9% |