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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION Service code 53 | Insurance Commissions | $24,817 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $11,780 |
DEFINITI LLC3 years Filed as: DEFINITI Service code 13 · EIN 85-0833363 | Contract Administrator | $11,374 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $863 |
LPL FINANCIAL6 years Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,381 | $26,549+165.1% | $61,452+14.5% | $66,938+5.1% |
| Participation rate | 97.0% | 38.1%+59.0pp | 52.6%+44.5pp | 69.8%+27.2pp |
| Annual return | -18.72% | -16.21%-2.5pp | 338.96%-357.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $4,046 | $651+521.1% | $1,160+248.9% | $2,545+59.0% |
| Participant deferral / active EE | $4,243 | $1,338+217.1% | $2,125+99.7% | $4,238+0.1% |
| Admin fee / account holder | $57 | $409-86.0% | $2,131-97.3% | $594-90.4% |