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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: FORTUNE FINANCIAL SERVICES INC Service code 26 · EIN 25-1799740 3582 BRODHEAD ROAD · MONACA, PA 15061 | Advisory (Participants) | $28,103 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,543 |
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 | $81,125 | $55,470+46.3% | $155,556-47.8% | $74,478+8.9% |
| Participation rate | 78.2% | 61.9%+16.3pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 17.40% | 269.80%-252.4pp | 64.84%-47.4pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $3,605 | $2,267+59.0% | $4,675-22.9% | $2,626+37.3% |
| Participant deferral / active EE | $6,581 | $2,838+131.9% | $5,631+16.9% | $4,350+51.3% |
| Admin fee / account holder | $209 | $1,744-88.0% | $15,885-98.7% | $1,946-89.2% |