Filed December 30, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $32,967 |
Filed as: VOYA RETIREMENT ENSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,627 | $59,006+109.5% | $97,295+27.1% | $74,478+66.0% |
| Participation rate | 93.2% | 63.7%+29.5pp | 72.7%+20.6pp | 67.2%+26.0pp |
| Annual return | 13.46% | 16.04%-2.6pp | 75.62%-62.2pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,458 | $1,894-23.0% | $2,723-46.4% | $2,626-44.5% |
| Participant deferral / active EE | $7,208 | $3,671+96.4% | $4,264+69.1% | $4,350+65.7% |
| Admin fee / account holder | $11 | $1,974-99.5% | $5,646-99.8% | $1,946-99.4% |