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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $31,017 |
CREATIVE PLAN DESIGNS, LTD3+ years Service code 11 · EIN 11-2515970 90 MERRICK AVENUE · EAST MEADOW, NY 11554 | Actuarial | $27,875 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 P.O. BOX 77000 · DETROIT, MI 482770430 | Direct payment from the plan; Insuran... | $23,184 |
GALLO & COMPANY CPA'S LLP2 years Filed as: GALLO & COMPANY CPAS LLP Service code 10 · EIN 20-2019885 420 JERICHO TPKE · JERICHO, NY 11753 | Accounting | $7,500 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,064 |
MMA SECURITIES LLC3+ years Filed as: ASSURED SKCG, INC. Service code 15 · EIN 13-3866919 128 MAIN STREET · WHITE PLAINS, NC 10601 | Recordkeeping | $1,871 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 14.66% | 5.28%+9.4pp | 16.78%-2.1pp | 10.21%+4.4pp |
| Employer contribution / active EE | $50,000 | $35,590+40.5% | $26,328+89.9% | $42,272+18.3% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |