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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $23,821 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,501 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $13,580 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,088 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,877 |
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 | $28,057 | $50,898-44.9% | $171,082-83.6% | $55,167-49.1% |
| Participation rate | 98.5% | 63.3%+35.3pp | 76.7%+21.8pp | 69.0%+29.5pp |
| Annual return | 9.05% | 15.34%-6.3pp | 32.56%-23.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,146 | $1,433+119.5% | $4,002-21.4% | $1,963+60.3% |
| Participant deferral / active EE | $3,018 | $2,994+0.8% | $4,797-37.1% | $3,054-1.2% |
| Admin fee / account holder | $206 | $500-58.7% | $8,520-97.6% | $504-59.1% |