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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8+ years Service code 99 | Other Fees | $23,990 |
MORNINGSTAR7 years Service code 27 | Advisory (Plan) | $2,003 |
LPL FINANCIAL8+ 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.
Annual investment return 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 | $57,219 | $64,871-11.8% | $129,118-55.7% | $66,938-14.5% |
| Participation rate | 73.4% | 74.0%-0.6pp | 77.2%-3.8pp | 69.8%+3.6pp |
| Annual return | -19.69% | -12.21%-7.5pp | -10.94%-8.7pp | 1.58%-21.3pp |
| Employer contribution / active EE | $601 | $3,741-83.9% | $5,051-88.1% | $2,545-76.4% |
| Participant deferral / active EE | $3,746 | $5,090-26.4% | $6,539-42.7% | $4,238-11.6% |
| Admin fee / account holder | $49 | $629-92.2% | $14,305-99.7% | $594-91.7% |