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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,958 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $23,239 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,068 | $55,437-31.3% | $155,534-75.5% | $74,459-48.9% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-5.0pp | 67.2%+6.0pp |
| Annual return | 10.06% | 269.58%-259.5pp | 64.92%-54.9pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $1,712 | $2,266-24.5% | $4,675-63.4% | $2,626-34.8% |
| Participant deferral / active EE | $1,867 | $2,837-34.2% | $5,630-66.8% | $4,350-57.1% |
| Admin fee / account holder | $231 | $1,742-86.7% | $15,900-98.5% | $1,945-88.1% |