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| Provider | Service type | Compensation |
|---|---|---|
LWM ADVISORY SERVICES2 years Filed as: LWN ADVISORY SERVICES LLC Service code 27 · EIN 47-1045931 | Advisory (Plan) | $22,046 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,756 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,497 | $16,790+349.7% | $64,489+17.1% | $67,986+11.0% |
| Participation rate | 100.0% | 62.4%+37.6pp | 67.7%+32.3pp | 57.2%+42.8pp |
| Annual return | 21.08% | 30.55%-9.5pp | 55.03%-33.9pp | 31.67%-10.6pp |
| Employer contribution / active EE | $4,254 | $648+556.7% | $1,523+179.3% | $2,019+110.7% |
| Participant deferral / active EE | $6,599 | $1,510+336.9% | $2,778+137.5% | $3,358+96.5% |
| Admin fee / account holder | $248 | $1,690-85.3% | $4,260-94.2% | $3,203-92.3% |