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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,896 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,618 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,480 | $106,230-25.2% | $147,080-46.0% | $77,736+2.2% |
| Participation rate | 92.5% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 13.40% | 56.91%-43.5pp | 420.17%-406.8pp | 31.26%-17.9pp |
| Employer contribution / active EE | $2,770 | $4,072-32.0% | $4,933-43.8% | $2,728+1.6% |
| Participant deferral / active EE | $9,212 | $8,001+15.1% | $8,066+14.2% | $4,651+98.1% |
| Admin fee / account holder | $149 | $338-55.9% | $12,989-98.9% | $433-65.5% |