Filed October 26, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $8,906 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $4,115 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ Service code 13 · EIN 31-1498244 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $1,775 |
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 | $38,071 | $43,423-12.3% | $78,676-51.6% | $55,167-31.0% |
| Participation rate | 75.3% | 68.0%+7.3pp | 73.6%+1.8pp | 69.0%+6.4pp |
| Annual return | 6.27% | 11.53%-5.3pp | 62.19%-55.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,381 | $1,997+19.3% | $2,850-16.4% | $1,963+21.3% |
| Participant deferral / active EE | $2,053 | $2,509-18.2% | $3,517-41.6% | $3,054-32.8% |
| Admin fee / account holder | $30 | $416-92.8% | $4,510-99.3% | $504-94.0% |