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| 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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,978 | $76,383+3.4% | $121,663-35.1% | $64,340+22.8% |
| Participation rate | 93.6% | 60.4%+33.1pp | 74.5%+19.1pp | 55.2%+38.3pp |
| Annual return | 11.17% | 16.98%-5.8pp | 147.54%-136.4pp | 24.14%-13.0pp |
| Employer contribution / active EE | $2,126 | $1,943+9.5% | $3,020-29.6% | $1,862+14.2% |
| Participant deferral / active EE | $3,769 | $3,149+19.7% | $4,887-22.9% | $2,980+26.5% |
| Admin fee / account holder | $295 | $4,142-92.9% | $14,289-97.9% | $3,703-92.0% |