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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Service code 99 · EIN 04-3046611 | Other Fees | $22,455 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 99 · EIN 31-1582098 | Other Fees | $5,633 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $1,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,996 | $45,109-37.9% | $85,187-67.1% | $77,736-64.0% |
| Participation rate | 62.4% | 48.7%+13.8pp | 67.5%-5.1pp | 70.6%-8.1pp |
| Annual return | 14.57% | 79.55%-65.0pp | 66.67%-52.1pp | 31.26%-16.7pp |
| Employer contribution / active EE | $533 | $1,602-66.7% | $2,732-80.5% | $2,728-80.5% |
| Participant deferral / active EE | $2,554 | $2,814-9.2% | $4,525-43.6% | $4,651-45.1% |
| Admin fee / account holder | $45 | $915-95.1% | $6,162-99.3% | $433-89.6% |