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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 |
BPAS3 years 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 | $101,539+184.1% | $147,041+96.2% | $74,400+287.7% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 13.84% | 8740.84%-8727.0pp | 419.21%-405.4pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $7,165 | $3,811+88.0% | $4,935+45.2% | $2,624+173.0% |
| Participant deferral / active EE | $6,377 | $7,304-12.7% | $8,071-21.0% | $4,348+46.7% |
| Admin fee / account holder | $133 | $1,749-92.4% | $13,006-99.0% | $1,944-93.2% |