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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 26 · EIN 04-3044411 FBO - COMPASS FINANCIAL PARTNERS · GREENSBORO, NC 274552878 | Advisory (Participants) | $26,752 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $22,762 |
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 | $85,966 | $55,002+56.3% | $59,887+43.5% | $56,287+52.7% |
| Participation rate | 98.8% | 75.9%+22.9pp | 74.7%+24.1pp | 69.9%+29.0pp |
| Annual return | 7.32% | 1.13%+6.2pp | 3.46%+3.9pp | -9.96%+17.3pp |
| Employer contribution / active EE | $2,982 | $2,448+21.8% | $2,722+9.5% | $2,111+41.2% |
| Participant deferral / active EE | $3,626 | $3,121+16.2% | $3,402+6.6% | $3,350+8.3% |
| Admin fee / account holder | $125 | $236-47.1% | $3,591-96.5% | $521-76.1% |