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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 26 · EIN 04-3046611 701 GREEN VALLEY ROAD · GREENSBORO, NC 274087096 | Advisory (Participants) | $51,857 |
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $26,149 |
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 | $81,877 | $65,582+24.8% | $64,099+27.7% | $71,495+14.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 9.41% | 18.96%-9.5pp | 33.70%-24.3pp | 28.85%-19.4pp |
| Employer contribution / active EE | $3,178 | $2,671+19.0% | $2,748+15.6% | $2,589+22.7% |
| Participant deferral / active EE | $3,741 | $3,628+3.1% | $3,881-3.6% | $4,291-12.8% |
| Admin fee / account holder | $180 | $616-70.8% | $3,070-94.1% | $1,588-88.7% |