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| Provider | Service type | Compensation |
|---|---|---|
WISS & COMPANY, LLP3+ years Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $23,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,803 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $19,244 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $15,913 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,362 |
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 | $95,830 | $69,305+38.3% | $82,312+16.4% | $69,631+37.6% |
| Participation rate | 95.8% | 80.3%+15.5pp | 76.9%+18.9pp | 70.7%+25.1pp |
| Annual return | 14.79% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $3,161 | $1,887+67.6% | $2,428+30.2% | $2,032+55.6% |
| Participant deferral / active EE | $4,900 | $3,568+37.3% | $3,706+32.2% | $3,224+52.0% |
| Admin fee / account holder | $162 | $97+67.0% | $5,608-97.1% | $110+47.0% |