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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 28 · EIN 95-2834236 | Investment Management | $12,574 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $6,060 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,301 | $53,165+207.2% | $86,235+89.4% | $74,473+119.3% |
| Participation rate | 93.7% | 64.9%+28.9pp | 69.0%+24.8pp | 70.7%+23.0pp |
| Annual return | 20.99% | 22.64%-1.7pp | 1170.03%-1149.0pp | 34.36%-13.4pp |
| Employer contribution / active EE | $6,812 | $1,210+463.0% | $2,381+186.1% | $2,638+158.2% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $22 | $551-96.0% | $6,856-99.7% | $347-93.7% |