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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 28 · EIN 95-2834236 | Investment Management | $25,568 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $6,488 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,988 | $42,367+246.9% | $79,583+84.7% | $64,824+126.7% |
| Participation rate | 92.4% | 64.7%+27.6pp | 69.5%+22.9pp | 71.5%+20.9pp |
| Annual return | 16.20% | -12.24%+28.4pp | 0.16%+16.0pp | 32.84%-16.6pp |
| Employer contribution / active EE | $9,314 | $1,181+688.9% | $2,414+285.9% | $2,507+271.5% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $41 | $160-74.3% | $6,835-99.4% | $188-78.1% |