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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: NEXT FINANCIAL GROUP Service code 27 2500 WILCREST, STE 620 · HOUSTON, TX 770422757 | Advisory (Plan) | $34,019 |
NATIONWIDE10+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $19,918 |
MMA SECURITIES LLC4 years Filed as: ASSURED PARTNERS NE LLC Service code 99 · EIN 13-3866919 | Other Fees | $1,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,843 | $80,781+62.0% | $102,437+27.7% | $74,478+75.7% |
| Participation rate | 86.6% | 65.7%+20.9pp | 74.5%+12.1pp | 67.2%+19.4pp |
| Annual return | 11.82% | 27.58%-15.8pp | 24.95%-13.1pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $9,149 | $3,160+189.5% | $3,871+136.4% | $2,626+248.4% |
| Participant deferral / active EE | $1,922 | $3,862-50.2% | $5,060-62.0% | $4,350-55.8% |
| Admin fee / account holder | $10 | $2,372-99.6% | $8,388-99.9% | $1,946-99.5% |