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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,987 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,143 |
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 | $68,126 | $62,267+9.4% | $110,243-38.2% | $55,725+22.3% |
| Participation rate | 97.2% | 78.1%+19.1pp | 79.8%+17.4pp | 70.9%+26.3pp |
| Annual return | -5.80% | -1.07%-4.7pp | 314.76%-320.6pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,734 | $1,941-10.7% | $3,827-54.7% | $2,078-16.6% |
| Participant deferral / active EE | $4,602 | $3,516+30.9% | $4,672-1.5% | $3,356+37.1% |
| Admin fee / account holder | $47 | $121-61.2% | $8,548-99.5% | $115-59.3% |