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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $14,814 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,762 |
Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $3,688 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 04201 | Recordkeeping | $1,235 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,276 | $91,474-51.6% | $135,982-67.4% | $71,529-38.1% |
| Participation rate | 79.3% | 75.7%+3.6pp | 81.9%-2.6pp | 67.9%+11.3pp |
| Annual return | 20.73% | 29.89%-9.2pp | 68.32%-47.6pp | 28.97%-8.2pp |
| Employer contribution / active EE | $1,274 | $3,705-65.6% | $4,859-73.8% | $2,590-50.8% |
| Participant deferral / active EE | $6,701 | $7,095-5.6% | $7,760-13.6% | $4,291+56.1% |
| Admin fee / account holder | $249 | $1,267-80.3% | $10,767-97.7% | $1,588-84.3% |