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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,000 |
LPL FINANCIAL6 years Service code 16 · EIN 04-3046611 | Consulting | $20,547 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,872 | $65,125-54.1% | $143,797-79.2% | $66,949-55.4% |
| Participation rate | 97.2% | 65.2%+32.0pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -16.51% | -11.13%-5.4pp | -0.04%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,844 | $2,362-21.9% | $4,952-62.8% | $2,545-27.6% |
| Participant deferral / active EE | $2,081 | $2,920-28.8% | $5,638-63.1% | $4,239-50.9% |
| Admin fee / account holder | $191 | $503-62.0% | $14,679-98.7% | $594-67.8% |