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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 | $80,705-2.1% | $115,768-31.8% | $67,986+16.2% |
| Participation rate | 93.6% | 63.0%+30.6pp | 74.4%+19.2pp | 57.2%+36.4pp |
| Annual return | 11.17% | 18.49%-7.3pp | 100.46%-89.3pp | 31.67%-20.5pp |
| Employer contribution / active EE | $2,126 | $2,046+3.9% | $2,940-27.7% | $2,019+5.3% |
| Participant deferral / active EE | $3,769 | $3,559+5.9% | $4,917-23.4% | $3,358+12.2% |
| Admin fee / account holder | $295 | $4,135-92.9% | $12,439-97.6% | $3,203-90.8% |