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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Service code 16 75 STATE ST. 24TH FLOOR · BOSTON, MA 02109 | Consulting | $27,881 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,419 |
TRINITY PENSION CONSULTANTS2 years Service code 11 · EIN 20-4548831 202 MONTROSE WEST AVE. STE 290 · COPLEY, OH 44321 | Actuarial | $7,060 |
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 | $66,216 | $64,286+3.0% | $90,970-27.2% | $73,412-9.8% |
| Participation rate | 58.0% | 63.6%-5.6pp | 69.0%-11.0pp | 72.2%-14.2pp |
| Annual return | 13.29% | 21.46%-8.2pp | 134.58%-121.3pp | 59.30%-46.0pp |
| Employer contribution / active EE | $627 | $895-29.9% | $2,122-70.4% | $2,234-71.9% |
| Participant deferral / active EE | $2,971 | $2,453+21.1% | $3,373-11.9% | $3,806-21.9% |
| Admin fee / account holder | $221 | $287-23.0% | $5,960-96.3% | $158+40.1% |