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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $173,139 |
LPL FINANCIAL6 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $129,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,490 | $122,128-54.6% | $147,080-62.3% | $199,960-72.2% |
| Participation rate | 99.6% | 78.2%+21.5pp | 82.2%+17.5pp | 72.0%+27.7pp |
| Annual return | 13.83% | 30.58%-16.8pp | 420.17%-406.3pp | 34.28%-20.4pp |
| Employer contribution / active EE | $3,779 | $4,093-7.7% | $4,933-23.4% | $3,036+24.5% |
| Participant deferral / active EE | $5,413 | $8,484-36.2% | $8,066-32.9% | $5,087+6.4% |
| Admin fee / account holder | $240 | $180+33.6% | $12,989-98.2% | $269-11.0% |