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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 17 · EIN 04-3046644 | Pension Consulting | $53,190 |
BPAS2 years Service code 99 · EIN 11-1000111 | Other Fees | $17,548 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $16,247 |
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 | $235,163 | $91,439+157.2% | $135,974+72.9% | $71,511+228.8% |
| Participation rate | 98.3% | 75.7%+22.6pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 13.07% | 29.90%-16.8pp | 68.30%-55.2pp | 28.86%-15.8pp |
| Employer contribution / active EE | $6,999 | $3,705+88.9% | $4,859+44.1% | $2,589+170.3% |
| Participant deferral / active EE | $6,132 | $7,093-13.5% | $7,760-21.0% | $4,291+42.9% |
| Admin fee / account holder | $125 | $1,267-90.2% | $10,767-98.8% | $1,588-92.2% |