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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,438 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,883 |
Employer contribution per participant 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 | $104,804 | $79,209+32.3% | $102,434+2.3% | $74,459+40.8% |
| Participation rate | 82.1% | 74.8%+7.3pp | 76.5%+5.6pp | 67.2%+14.9pp |
| Annual return | 15.06% | 54.98%-39.9pp | 29.46%-14.4pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,683 | $4,417+51.3% | $5,055+32.2% | $4,350+53.6% |
| Admin fee / account holder | $250 | $2,002-87.5% | $9,462-97.4% | $1,945-87.1% |