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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 17 · EIN 04-3046644 | Pension Consulting | $74,958 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $9,000 |
Filed as: BPAS Service code 99 · EIN 11-1000111 | Other Fees | $8,265 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,449 | $101,672+183.7% | $147,117+96.1% | $74,478+287.3% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 13.84% | 8757.83%-8744.0pp | 420.54%-406.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $7,165 | $3,813+87.9% | $4,932+45.3% | $2,626+172.8% |
| Participant deferral / active EE | $6,377 | $7,305-12.7% | $8,065-20.9% | $4,350+46.6% |
| Admin fee / account holder | $133 | $1,753-92.4% | $12,993-99.0% | $1,946-93.2% |