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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 |
BPAS4 years 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 | $82,133+300.5% | $147,318+123.3% | $64,097+413.1% |
| Participation rate | 99.6% | 62.3%+37.3pp | 82.1%+17.5pp | 55.2%+44.4pp |
| Annual return | 12.69% | 78.78%-66.1pp | 70.43%-57.7pp | 34.64%-22.0pp |
| Employer contribution / active EE | $7,579 | $2,872+163.9% | $4,593+65.0% | $1,891+300.7% |
| Participant deferral / active EE | $7,109 | $5,407+31.5% | $7,906-10.1% | $3,080+130.8% |
| Admin fee / account holder | $133 | $3,730-96.4% | $13,708-99.0% | $3,454-96.2% |