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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,699 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,314 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $13,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,395 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,818 | $35,123+295.2% | $93,515+48.4% | $73,412+89.1% |
| Participation rate | 82.3% | 68.3%+14.1pp | 66.8%+15.5pp | 72.2%+10.2pp |
| Annual return | 7.37% | 18.89%-11.5pp | 78.21%-70.8pp | 59.30%-51.9pp |
| Employer contribution / active EE | $1,133 | $1,247-9.2% | $2,077-45.5% | $2,234-49.3% |
| Participant deferral / active EE | $6,258 | $2,249+178.2% | $3,129+100.0% | $3,806+64.4% |
| Admin fee / account holder | $232 | $108+114.3% | $5,235-95.6% | $158+46.8% |