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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $23,590 |
EBS ASSET MANAGEMENT2 years Filed as: EBS-RMSCO, INC. Service code 16 · EIN 16-1171765 | Consulting | $2,621 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $617 |
RELIANCE TRUST COMPANY2 years 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 | $45,566 | $47,977-5.0% | $154,111-70.4% | $56,287-19.0% |
| Participation rate | 81.5% | 66.2%+15.3pp | 83.0%-1.6pp | 69.9%+11.6pp |
| Annual return | 11.47% | 3.54%+7.9pp | 735.18%-723.7pp | -9.96%+21.4pp |
| Employer contribution / active EE | $1,220 | $2,169-43.7% | $5,298-77.0% | $2,111-42.2% |
| Participant deferral / active EE | $2,783 | $2,392+16.4% | $5,081-45.2% | $3,350-16.9% |
| Admin fee / account holder | $5 | $438-98.9% | $13,411-100.0% | $521-99.1% |