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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINACIAL Service code 99 | Other Fees | $46,771 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $9,811 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,371 |
BARNES WENDLING CPAS INC1 year Filed as: BARNES WENDLING Service code 99 · EIN 34-1463411 | Other Fees | $4,874 |
LPL FINANCIAL7 years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,862 | $101,653-28.3% | $147,080-50.5% | $74,459-2.1% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 14.91% | 8754.98%-8740.1pp | 420.17%-405.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $2,734 | $3,813-28.3% | $4,933-44.6% | $2,626+4.1% |
| Participant deferral / active EE | $7,028 | $7,304-3.8% | $8,066-12.9% | $4,350+61.6% |
| Admin fee / account holder | $104 | $1,752-94.1% | $12,989-99.2% | $1,945-94.7% |