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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $994 |
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 | $133,340 | $80,753+65.1% | $136,298-2.2% | $62,293+114.1% |
| Participation rate | 93.7% | 73.5%+20.2pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 18.22% | 35.83%-17.6pp | 5156.27%-5138.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $7,934 | $2,884+175.1% | $4,696+69.0% | $2,042+288.5% |
| Participant deferral / active EE | $9,228 | $5,164+78.7% | $6,247+47.7% | $3,169+191.2% |
| Admin fee / account holder | $128 | $525-75.7% | $9,244-98.6% | $479-73.4% |