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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9+ years Service code 99 | Other Fees | $25,613 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 99 · EIN 31-1582098 | Other Fees | $7,334 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $2,091 |
LPL FINANCIAL9+ 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 | $66,812 | $72,352-7.7% | $142,516-53.1% | $71,511-6.6% |
| Participation rate | 70.0% | 71.7%-1.7pp | 76.8%-6.8pp | 67.9%+2.1pp |
| Annual return | 26.10% | 21.17%+4.9pp | 19.99%+6.1pp | 28.86%-2.8pp |
| Employer contribution / active EE | $647 | $3,800-83.0% | $4,849-86.7% | $2,589-75.0% |
| Participant deferral / active EE | $3,804 | $5,288-28.1% | $6,280-39.4% | $4,291-11.3% |
| Admin fee / account holder | $71 | $1,438-95.1% | $10,008-99.3% | $1,588-95.5% |