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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $21,831 |
EBS ASSET MANAGEMENT1 year Filed as: EBS-RMSCO, INC. Service code 16 · EIN 16-1171765 | Consulting | $2,183 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $488 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,486 | $55,453-19.8% | $170,435-73.9% | $62,293-28.6% |
| Participation rate | 80.6% | 66.4%+14.2pp | 83.6%-3.0pp | 69.5%+11.0pp |
| Annual return | 14.36% | 21.38%-7.0pp | 205.94%-191.6pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,376 | $2,164-36.4% | $5,432-74.7% | $2,042-32.6% |
| Participant deferral / active EE | $2,843 | $2,303+23.5% | $4,939-42.4% | $3,169-10.3% |
| Admin fee / account holder | $4 | $455-99.1% | $13,881-100.0% | $479-99.1% |