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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Service code 16 75 STATE ST. 24TH FLOOR · BOSTON, MA 02109 | Consulting | $23,227 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,282 |
Service code 11 · EIN 20-4548831 202 MONTROSE WEST AVE. STE 290 · COPLEY, OH 44321 | Actuarial | $4,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,800 | $40,174+33.9% | $84,021-36.0% | $67,579-20.4% |
| Participation rate | 56.6% | 62.7%-6.1pp | 69.0%-12.4pp | 71.3%-14.7pp |
| Annual return | 24.26% | 25.82%-1.6pp | 71.32%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $603 | $808-25.3% | $1,984-69.6% | $2,148-71.9% |
| Participant deferral / active EE | $2,535 | $2,301+10.2% | $3,239-21.7% | $3,539-28.4% |
| Admin fee / account holder | $138 | $128+7.7% | $6,102-97.7% | $142-2.9% |