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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 26 · EIN 04-3046611 FBO - COMPASS FINANCIAL PARTNERS · GREENSBORO, NC 274552878 | Advisory (Participants) | $48,217 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $24,480 |
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 | $79,891 | $65,322+22.3% | $70,476+13.4% | $73,493+8.7% |
| Participation rate | 93.9% | 77.0%+16.9pp | 75.1%+18.8pp | 70.7%+23.2pp |
| Annual return | 4.31% | 15.71%-11.4pp | 109.12%-104.8pp | 28.51%-24.2pp |
| Employer contribution / active EE | $3,430 | $2,460+39.5% | $2,738+25.3% | $2,270+51.1% |
| Participant deferral / active EE | $4,368 | $3,375+29.4% | $3,710+17.7% | $3,740+16.8% |
| Admin fee / account holder | $173 | $214-19.3% | $3,847-95.5% | $513-66.3% |