Filed May 21, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 53 | Insurance Commissions | $14,855 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $6,281 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,048 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION. Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
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 | $28,278 | $43,999-35.7% | $79,466-64.4% | $55,725-49.3% |
| Participation rate | 72.3% | 66.9%+5.3pp | 73.3%-1.1pp | 70.9%+1.4pp |
| Annual return | 12.34% | 1.81%+10.5pp | 718.28%-705.9pp | 244.93%-232.6pp |
| Employer contribution / active EE | $1,081 | $1,830-40.9% | $2,800-61.4% | $2,078-48.0% |
| Participant deferral / active EE | $2,493 | $2,538-1.8% | $3,704-32.7% | $3,356-25.7% |
| Admin fee / account holder | $25 | $118-78.4% | $5,104-99.5% | $115-77.9% |