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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 17 · EIN 04-3046644 | Pension Consulting | $70,007 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $31,009 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,756 | $89,652+88.2% | $141,191+19.5% | $65,185+158.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 18.97% | 32.79%-13.8pp | 71.41%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $6,286 | $3,065+105.1% | $4,736+32.7% | $2,177+188.8% |
| Participant deferral / active EE | $5,074 | $5,691-10.8% | $6,710-24.4% | $3,514+44.4% |
| Admin fee / account holder | $107 | $569-81.2% | $10,264-99.0% | $847-87.4% |