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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 17 PO BOX 502533 · SAN DIEGO, CA 921502533 | Pension Consulting | $3,484 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $1,125 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $913 |
AMERICAN FUNDS2 years Service code 15 P.O. BOX 6164 · INDIANAPOLIS, IN 462066273 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,479-100.0% | $159,474-100.0% | $79,391-100.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 82.8%-82.8pp | 70.7%-70.7pp |
| Annual return | 10.60% | 67.98%-57.4pp | 263.68%-253.1pp | 116.88%-106.3pp |
| Employer contribution / active EE | $416 | $3,417-87.8% | $4,831-91.4% | $2,428-82.8% |
| Participant deferral / active EE | $2,024 | $6,468-68.7% | $7,353-72.5% | $4,046-50.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |