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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $30,960 |
LIFETIME BENEFIT SOLUTIONS2 years Filed as: LIFETIME BENEFIT SOLUTIONS, INC Service code 16 | Consulting | $3,461 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,745 |
LIFETIME BENEFIT SOLUTIONS2 years Filed as: LIFETIME BENEFIT SOLUTIONS,INC Service code 16 · EIN 16-1171765 | Consulting | $0 |
RELIANCE TRUST COMPANY4 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 | $51,255 | $58,888-13.0% | $178,499-71.3% | $73,493-30.3% |
| Participation rate | 75.7% | 66.2%+9.5pp | 81.9%-6.2pp | 70.7%+5.0pp |
| Annual return | 15.74% | 24.86%-9.1pp | 151.10%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,354 | $2,236-39.4% | $5,011-73.0% | $2,270-40.4% |
| Participant deferral / active EE | $2,445 | $2,568-4.8% | $5,202-53.0% | $3,740-34.6% |
| Admin fee / account holder | $12 | $400-97.0% | $13,986-99.9% | $513-97.7% |