Filed January 31, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 15 · EIN 95-2834236 | Recordkeeping | $25,000 |
Filed as: O'BRIEN RILEY & RYAN, P.C. Service code 10 · EIN 04-3176941 | Accounting | $9,995 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $627 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $301,359 | $49,239+512.0% | $70,462+327.7% | $79,858+277.4% |
| Participation rate | 95.1% | 69.2%+25.9pp | 75.1%+20.0pp | 69.6%+25.4pp |
| Annual return | 11.79% | 30.08%-18.3pp | 109.08%-97.3pp | 31.72%-19.9pp |
| Employer contribution / active EE | $10,810 | $2,100+414.8% | $2,737+294.9% | $2,471+337.5% |
| Participant deferral / active EE | $8,206 | $2,769+196.3% | $3,710+121.2% | $3,740+119.4% |
| Admin fee / account holder | $140 | $2,876-95.1% | $3,845-96.4% | $5,306-97.4% |