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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $7,343 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD. · WEXFORD, PA 15090 | Contract Administrator | $6,333 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,526 | $55,453+1.9% | $170,435-66.8% | $62,293-9.3% |
| Participation rate | 79.6% | 66.4%+13.3pp | 83.6%-4.0pp | 69.5%+10.1pp |
| Annual return | 18.61% | 21.38%-2.8pp | 205.94%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $923 | $2,164-57.4% | $5,432-83.0% | $2,042-54.8% |
| Participant deferral / active EE | $3,323 | $2,303+44.3% | $4,939-32.7% | $3,169+4.9% |
| Admin fee / account holder | $0 | $455-99.9% | $13,881-100.0% | $479-99.9% |