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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $126,479 | $75,183+68.2% | $123,894+2.1% | $55,167+129.3% |
| Participation rate | 87.3% | 72.8%+14.5pp | 81.4%+5.9pp | 69.0%+18.3pp |
| Annual return | 8.49% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $6,085 | $2,823+115.5% | $4,617+31.8% | $1,963+210.1% |
| Participant deferral / active EE | $7,100 | $5,084+39.6% | $5,984+18.6% | $3,054+132.5% |
| Admin fee / account holder | $181 | $663-72.7% | $8,357-97.8% | $504-64.1% |