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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 28 · EIN 95-2834236 | Investment Management | $22,435 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $8,455 |
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 | $152,932 | $54,213+182.1% | $93,696+63.2% | $77,736+96.7% |
| Participation rate | 93.8% | 64.0%+29.8pp | 68.7%+25.1pp | 70.6%+23.2pp |
| Annual return | 8.28% | 30.55%-22.3pp | 133.74%-125.5pp | 31.26%-23.0pp |
| Employer contribution / active EE | $3,235 | $1,168+176.9% | $2,422+33.6% | $2,728+18.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $33 | $575-94.3% | $8,287-99.6% | $433-92.4% |