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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD. · WESFORD, PA 15090 | Contract Administrator | $14,133 |
ANCHOR CAPITAL ADVISORS LLC2 years Filed as: ANCHOR 316 FIDUCIARY SOLUTIONS LLC Service code 99 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Other Fees | $3,235 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $3,025 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
ARNETT CARBIS TOOTHMAN LLP2 years Service code 10 PO BOX 643656 · PITTSBURGH, PA 15264 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $209,422-100.0% | $178,503-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 3.14% | 188.81%-185.7pp | 151.12%-148.0pp | 302.99%-299.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |