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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $13,740 |
Filed as: BAYSTATE FIDUCIARY ADVISORS Service code 27 101 FEDERAL ST #1900 · BOSTON, MA 02110 | Advisory (Plan) | $5,666 |
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 | -$23,542 |
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 | $212,477 | $73,102+190.7% | $123,553+72.0% | $56,289+277.5% |
| Participation rate | 89.6% | 74.3%+15.3pp | 82.3%+7.3pp | 69.9%+19.7pp |
| Annual return | -6.25% | 3.01%-9.3pp | 119.21%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $9,479 | $2,977+218.4% | $4,628+104.8% | $2,111+349.0% |
| Participant deferral / active EE | $15,128 | $5,423+179.0% | $6,426+135.4% | $3,350+351.6% |
| Admin fee / account holder | -$7 | $554-101.2% | $9,284-100.1% | $521-101.3% |