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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $26,047 |
Filed as: LIFETIME BENEFIT SOLUTIONS,INC Service code 16 · EIN 16-1171765 | Consulting | $3,135 |
Filed as: LIFETIME BENEFIT SOLUTIONS, INC Service code 16 | Consulting | $2,863 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,468 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,720 | $52,961-17.4% | $172,752-74.7% | $65,185-32.9% |
| Participation rate | 79.3% | 66.2%+13.1pp | 82.6%-3.4pp | 70.2%+9.1pp |
| Annual return | 4.52% | 30.12%-25.6pp | 802.97%-798.4pp | 29.38%-24.9pp |
| Employer contribution / active EE | $1,261 | $2,190-42.4% | $5,144-75.5% | $2,177-42.1% |
| Participant deferral / active EE | $2,454 | $2,471-0.7% | $5,198-52.8% | $3,514-30.2% |
| Admin fee / account holder | $10 | $472-97.8% | $13,955-99.9% | $847-98.8% |