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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $23,894 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVC Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $7,910 |
Filed as: LIFETIME BENEFIT SOLUTIONS INC Service code 13 · EIN 16-1171765 333 BUTTERNUT DRIVE · SYRACUSE, NY 312142141 | Contract Administrator | $950 |
BPAS1 year Service code 13 · EIN 16-1616474 6 RHOADS DR · UTICA, NY 135026317 | Contract Administrator | $455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,570 | $55,423+11.1% | $155,602-60.4% | $74,400-17.2% |
| Participation rate | 78.8% | 61.9%+16.9pp | 78.2%+0.6pp | 67.2%+11.6pp |
| Annual return | 16.34% | 269.07%-252.7pp | 64.81%-48.5pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $2,101 | $2,266-7.3% | $4,675-55.1% | $2,624-20.0% |
| Participant deferral / active EE | $3,438 | $2,835+21.3% | $5,629-38.9% | $4,348-20.9% |
| Admin fee / account holder | $208 | $1,744-88.1% | $15,923-98.7% | $1,944-89.3% |