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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $16,809 |
Filed as: PENSIONMARK SECURITIES LLC Service code 55 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Commissions | $4,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,381 |
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 | $28,213 | $75,388-62.6% | $123,549-77.2% | $55,725-49.4% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.3%+15.0pp | 70.9%+26.4pp |
| Annual return | -4.05% | 4.48%-8.5pp | 119.20%-123.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,339 | $3,063-23.6% | $4,628-49.5% | $2,078+12.6% |
| Participant deferral / active EE | $7,276 | $5,651+28.8% | $6,426+13.2% | $3,356+116.8% |
| Admin fee / account holder | $10 | $120-91.6% | $9,284-99.9% | $115-91.3% |