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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LWN ADVISORY SERVICES LLC Service code 27 · EIN 47-1045931 | Advisory (Plan) | $19,606 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,570 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,044 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,260 | $24,891+114.0% | $69,611-23.5% | $74,429-28.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 66.4%+33.6pp | 67.2%+32.8pp |
| Annual return | 21.09% | 18.53%+2.6pp | 101.14%-80.1pp | 1368.38%-1347.3pp |
| Employer contribution / active EE | $4,283 | $1,005+326.1% | $1,709+150.7% | $2,625+63.2% |
| Participant deferral / active EE | $6,205 | $1,908+225.2% | $2,891+114.6% | $4,348+42.7% |
| Admin fee / account holder | $192 | $1,904-89.9% | $4,696-95.9% | $1,944-90.1% |