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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGM Service code 27 · EIN 27-0435466 | Advisory (Plan) | $28,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,858 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,347 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,833 | $41,467+5.7% | $67,313-34.9% | $55,725-21.3% |
| Participation rate | 85.3% | 62.5%+22.8pp | 69.1%+16.2pp | 70.9%+14.5pp |
| Annual return | -2.63% | 0.82%-3.4pp | -4.08%+1.4pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,954 | $1,316+48.5% | $2,566-23.8% | $2,078-6.0% |
| Participant deferral / active EE | $5,000 | $2,399+108.4% | $3,568+40.1% | $3,356+49.0% |
| Admin fee / account holder | $102 | $102-0.1% | $4,507-97.7% | $115-11.5% |