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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $18,000 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,571 |
Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $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 | $181,092 | $70,002+158.7% | $115,038+57.4% | $52,331+246.1% |
| Participation rate | 90.7% | 72.1%+18.6pp | 81.4%+9.3pp | 68.1%+22.6pp |
| Annual return | -0.99% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $8,768 | $2,715+223.0% | $4,608+90.3% | $1,882+365.9% |
| Participant deferral / active EE | $13,545 | $4,920+175.3% | $6,026+124.8% | $3,022+348.2% |
| Admin fee / account holder | $87 | $566-84.7% | $8,175-98.9% | $592-85.4% |