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| Provider | Service type | Compensation |
|---|---|---|
ARKADIOS W1 year Service code 26 · EIN 82-1659517 | Advisory (Participants) | $48,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,263 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,055 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,151 | $103,024+10.8% | $112,040+1.9% | $79,634+43.3% |
| Participation rate | 97.1% | 80.6%+16.6pp | 76.5%+20.6pp | 62.5%+34.6pp |
| Annual return | 20.23% | 17.60%+2.6pp | 24.52%-4.3pp | 36.46%-16.2pp |
| Employer contribution / active EE | $2,666 | $3,015-11.6% | $2,954-9.7% | $2,529+5.4% |
| Participant deferral / active EE | $9,900 | $5,233+89.2% | $5,098+94.2% | $3,835+158.2% |
| Admin fee / account holder | $263 | $465-43.4% | $12,098-97.8% | $1,002-73.7% |