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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Service code 17 · EIN 04-3046644 | Pension Consulting | $62,435 |
BPAS1 year Service code 99 · EIN 11-1000111 | Other Fees | $15,150 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $14,748 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,047 | $84,493+147.4% | $125,381+66.7% | $66,938+212.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.26% | -8.49%-4.8pp | 572.31%-585.6pp | 1.58%-14.8pp |
| Employer contribution / active EE | $6,739 | $3,554+89.6% | $4,815+39.9% | $2,545+164.8% |
| Participant deferral / active EE | $5,716 | $6,783-15.7% | $7,448-23.2% | $4,238+34.9% |
| Admin fee / account holder | $113 | $685-83.6% | $10,007-98.9% | $594-81.0% |