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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $47,273 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,139 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $10,731 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $610 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,651 | $102,661-29.2% | $151,645-52.1% | $66,949+8.5% |
| Participation rate | 83.6% | 85.5%-1.9pp | 87.5%-3.9pp | 69.8%+13.8pp |
| Annual return | -16.16% | -10.81%-5.4pp | 3.34%-19.5pp | 1.57%-17.7pp |
| Employer contribution / active EE | $6,498 | $4,184+55.3% | $6,165+5.4% | $2,545+155.3% |
| Participant deferral / active EE | $13,768 | $6,645+107.2% | $8,363+64.6% | $4,239+224.8% |
| Admin fee / account holder | $279 | $630-55.7% | $11,614-97.6% | $594-52.9% |