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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,135 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,227 | $71,192-16.8% | $117,861-49.7% | $62,293-4.9% |
| Participation rate | 93.5% | 74.2%+19.2pp | 79.7%+13.8pp | 69.5%+24.0pp |
| Annual return | 13.22% | 18.66%-5.4pp | 335.11%-321.9pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,132 | $1,934+10.3% | $3,786-43.7% | $2,042+4.4% |
| Participant deferral / active EE | $4,165 | $3,189+30.6% | $4,482-7.1% | $3,169+31.4% |
| Admin fee / account holder | $163 | $587-72.3% | $8,021-98.0% | $479-66.1% |