Filed December 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,202 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,995 |
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 | $108,883 | $62,928+73.0% | $172,752-37.0% | $67,579+61.1% |
| Participation rate | 83.5% | 64.5%+19.1pp | 82.6%+0.9pp | 71.3%+12.3pp |
| Annual return | 14.15% | 30.36%-16.2pp | 802.97%-788.8pp | 378.56%-364.4pp |
| Employer contribution / active EE | $4,416 | $1,636+169.9% | $5,144-14.2% | $2,148+105.6% |
| Participant deferral / active EE | $6,643 | $2,145+209.7% | $5,198+27.8% | $3,539+87.7% |
| Admin fee / account holder | $224 | $167+34.3% | $13,955-98.4% | $142+57.3% |