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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,039 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP COMPENSATATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,337 |
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 | $38,077 | $60,165-36.7% | $74,184-48.7% | $55,167-31.0% |
| Participation rate | 92.0% | 74.2%+17.9pp | 76.6%+15.4pp | 69.0%+23.0pp |
| Annual return | 8.53% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,362 | $2,973-20.5% | $3,550-33.5% | $3,054-22.7% |
| Admin fee / account holder | $145 | $419-65.5% | $5,586-97.4% | $504-71.3% |