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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Service code 99 | Other Fees | $26,363 |
THE 415 GROUP1 year Filed as: 415 GROUP Service code 99 · EIN 34-0759804 | Other Fees | $6,437 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $2,067 |
LPL FINANCIAL7+ years Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,796 | $82,274-17.6% | $152,466-55.5% | $79,393-14.6% |
| Participation rate | 84.8% | 76.4%+8.4pp | 78.2%+6.6pp | 70.7%+14.1pp |
| Annual return | 14.46% | 7959.84%-7945.4pp | 757.33%-742.9pp | 116.87%-102.4pp |
| Employer contribution / active EE | $692 | $3,613-80.8% | $4,327-84.0% | $2,428-71.5% |
| Participant deferral / active EE | $3,420 | $4,969-31.2% | $5,820-41.2% | $4,046-15.5% |
| Admin fee / account holder | $69 | $632-89.1% | $15,805-99.6% | $627-89.0% |