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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $21,359 |
BKD, LLP1+ years Filed as: DIXON Service code 64 · EIN 56-0747981 | Recordkeeping Fees | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,886 | $57,096-51.2% | $94,229-70.4% | $55,191-49.5% |
| Participation rate | 74.8% | 75.7%-0.8pp | 78.8%-3.9pp | 69.2%+5.7pp |
| Annual return | -0.73% | 159.65%-160.4pp | 10.68%-11.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $257 | $1,708-84.9% | $3,587-92.8% | $1,899-86.5% |
| Participant deferral / active EE | $2,177 | $3,165-31.2% | $4,320-49.6% | $3,046-28.5% |
| Admin fee / account holder | $160 | $89+78.8% | $6,269-97.5% | $91+75.8% |