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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,034 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $5,012 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,198 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $974 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,323 | $63,745+4.0% | $98,442-32.6% | $79,386-16.5% |
| Participation rate | 48.6% | 69.9%-21.3pp | 73.3%-24.8pp | 70.7%-22.1pp |
| Annual return | 9.31% | 625.80%-616.5pp | 1492.73%-1483.4pp | 116.85%-107.5pp |
| Employer contribution / active EE | $1,171 | $2,557-54.2% | $2,960-60.4% | $2,427-51.8% |
| Participant deferral / active EE | $2,046 | $3,303-38.1% | $4,276-52.2% | $4,046-49.4% |
| Admin fee / account holder | $95 | $516-81.5% | $5,949-98.4% | $626-84.8% |