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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Service code 99 · EIN 04-3046611 | Other Fees | $70,012 |
BONADIO & CO., LLP4 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $17,200 |
Filed as: BPAS Service code 99 · EIN 16-1616474 | Other Fees | $2,020 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $328,904 | $88,360+272.2% | $145,433+126.2% | $67,986+383.8% |
| Participation rate | 99.6% | 65.5%+34.1pp | 82.1%+17.5pp | 57.2%+42.4pp |
| Annual return | 12.69% | 63.15%-50.5pp | 66.58%-53.9pp | 31.67%-19.0pp |
| Employer contribution / active EE | $7,579 | $3,054+148.2% | $4,554+66.4% | $2,019+275.4% |
| Participant deferral / active EE | $7,109 | $5,932+19.8% | $7,897-10.0% | $3,358+111.7% |
| Admin fee / account holder | $133 | $3,313-96.0% | $13,129-99.0% | $3,203-95.9% |