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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $50,457 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,339 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,520 | $65,453+26.1% | $86,698-4.8% | $66,938+23.3% |
| Participation rate | 98.1% | 75.5%+22.6pp | 76.6%+21.5pp | 69.8%+28.3pp |
| Annual return | -17.69% | -10.89%-6.8pp | 35.95%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,688 | $2,154-21.6% | $2,837-40.5% | $2,545-33.7% |
| Participant deferral / active EE | $4,547 | $4,102+10.9% | $4,656-2.3% | $4,238+7.3% |
| Admin fee / account holder | $227 | $642-64.7% | $7,493-97.0% | $594-61.8% |