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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
LPL FINANCIAL2 years Service code 99 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,435 | $60,989+12.2% | $60,919+12.3% | $66,949+2.2% |
| Participation rate | 77.2% | 74.5%+2.7pp | 73.1%+4.1pp | 69.8%+7.4pp |
| Annual return | -14.38% | -9.60%-4.8pp | 16.96%-31.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $11,270 | $2,661+323.6% | $2,704+316.8% | $2,545+342.8% |
| Participant deferral / active EE | $2,743 | $3,615-24.1% | $3,814-28.1% | $4,239-35.3% |
| Admin fee / account holder | $115 | $338-65.9% | $3,228-96.4% | $594-80.6% |