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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $26,270 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,606 | $62,686+6.3% | $178,505-62.7% | $77,762-14.3% |
| Participation rate | 35.8% | 66.9%-31.1pp | 77.1%-41.3pp | 70.6%-34.8pp |
| Annual return | 12.32% | 16.16%-3.8pp | 27.16%-14.8pp | 31.27%-18.9pp |
| Employer contribution / active EE | $574 | $1,914-70.0% | $3,955-85.5% | $2,728-79.0% |
| Participant deferral / active EE | $2,075 | $4,224-50.9% | $6,280-67.0% | $4,651-55.4% |
| Admin fee / account holder | $2 | $386-99.5% | $10,428-100.0% | $433-99.5% |