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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $11,553 |
Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$5,792 |
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 | $224,927 | $80,753+178.5% | $136,298+65.0% | $62,293+261.1% |
| Participation rate | 91.6% | 73.5%+18.0pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 17.69% | 35.83%-18.1pp | 5156.27%-5138.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $9,568 | $2,884+231.8% | $4,696+103.8% | $2,042+368.5% |
| Participant deferral / active EE | $14,706 | $5,164+184.8% | $6,247+135.4% | $3,169+364.0% |
| Admin fee / account holder | $35 | $525-93.3% | $9,244-99.6% | $479-92.6% |