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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $35,692 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,519 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,387 |
WISS & COMPANY, LLP2+ years Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $10,000 |
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 | $85,549 | $63,905+33.9% | $74,184+15.3% | $57,658+48.4% |
| Participation rate | 94.0% | 79.8%+14.3pp | 76.6%+17.4pp | 70.2%+23.8pp |
| Annual return | 8.78% | 60.60%-51.8pp | 17.74%-9.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,161 | $1,840+71.7% | $2,370+33.4% | $1,974+60.1% |
| Participant deferral / active EE | $4,866 | $3,448+41.1% | $3,550+37.1% | $3,061+59.0% |
| Admin fee / account holder | $84 | $91-7.7% | $5,586-98.5% | $95-11.0% |