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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,378 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,378 |
LPL FINANCIAL4 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $14,288 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,929 |
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 | $58,711 | $46,423+26.5% | $75,901-22.6% | $67,579-13.1% |
| Participation rate | 94.1% | 63.1%+31.0pp | 69.3%+24.8pp | 71.3%+22.8pp |
| Annual return | 25.18% | 32.29%-7.1pp | 30.76%-5.6pp | 378.56%-353.4pp |
| Employer contribution / active EE | $2,210 | $1,406+57.2% | $2,501-11.6% | $2,148+2.9% |
| Participant deferral / active EE | $5,937 | $2,564+131.5% | $3,603+64.8% | $3,539+67.7% |
| Admin fee / account holder | $170 | $132+29.2% | $5,420-96.9% | $142+19.7% |