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| Provider | Service type | Compensation |
|---|---|---|
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, P.C. Service code 10 · EIN 58-1763439 | Accounting | $47,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,914 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,500 |
Service code 26 · EIN 45-3686413 | Advisory (Participants) | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,684 | $260,849-83.6% | $105,736-59.6% | $75,289-43.3% |
| Participation rate | 93.9% | 51.6%+42.3pp | 76.3%+17.5pp | 72.4%+21.4pp |
| Annual return | -4.69% | 10.99%-15.7pp | 6.27%-11.0pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,759 | $848+107.4% | $3,268-46.2% | $2,405-26.9% |
| Participant deferral / active EE | $3,660 | $1,553+135.6% | $4,080-10.3% | $3,739-2.1% |
| Admin fee / account holder | $28 | $484-94.2% | $6,913-99.6% | $102-72.8% |