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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $42,624 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $7,350 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,715 | $76,112+29.7% | $96,534+2.3% | $71,511+38.0% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.0pp | 67.9%+30.1pp |
| Annual return | 19.62% | 22.81%-3.2pp | 25.88%-6.3pp | 28.86%-9.2pp |
| Employer contribution / active EE | $1,903 | $2,248-15.3% | $2,965-35.8% | $2,589-26.5% |
| Participant deferral / active EE | $5,059 | $4,217+20.0% | $4,851+4.3% | $4,291+17.9% |
| Admin fee / account holder | $219 | $2,708-91.9% | $8,253-97.3% | $1,588-86.2% |