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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $5,478 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,842 | $73,638-63.5% | $95,960-72.0% | $73,493-63.5% |
| Participation rate | 71.3% | 76.2%-4.9pp | 77.1%-5.8pp | 70.7%+0.6pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.63%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $894 | $1,863-52.0% | $2,541-64.8% | $2,270-60.6% |
| Participant deferral / active EE | $5,450 | $3,617+50.7% | $4,167+30.8% | $3,740+45.7% |
| Admin fee / account holder | $61 | $482-87.3% | $6,797-99.1% | $513-88.1% |