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 FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,212 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $7,099 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 64 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Recordkeeping Fees | $2,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,978 | $81,777-3.4% | $148,496-46.8% | $69,733+13.3% |
| Participation rate | 93.6% | 70.9%+22.7pp | 76.0%+17.5pp | 62.5%+31.1pp |
| Annual return | 11.17% | 14.38%-3.2pp | 12.33%-1.2pp | 15.22%-4.1pp |
| Employer contribution / active EE | $2,126 | $2,488-14.6% | $3,497-39.2% | $2,250-5.5% |
| Participant deferral / active EE | $3,769 | $3,367+11.9% | $4,808-21.6% | $3,054+23.4% |
| Admin fee / account holder | $295 | $2,991-90.2% | $19,547-98.5% | $3,102-90.5% |