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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $18,332 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $641 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,413 | $65,322-25.9% | $70,494-31.3% | $73,497-34.1% |
| Participation rate | 84.4% | 77.0%+7.5pp | 75.1%+9.4pp | 70.7%+13.7pp |
| Annual return | 3.40% | 15.71%-12.3pp | 109.16%-105.8pp | 28.51%-25.1pp |
| Employer contribution / active EE | $7,185 | $2,460+192.1% | $2,738+162.4% | $2,270+216.5% |
| Participant deferral / active EE | $2,753 | $3,375-18.4% | $3,711-25.8% | $3,740-26.4% |
| Admin fee / account holder | $20 | $214-90.6% | $3,848-99.5% | $513-96.1% |