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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 | $79,184+32.4% | $102,438+2.3% | $74,546+40.6% |
| Participation rate | 82.1% | 74.8%+7.3pp | 76.5%+5.6pp | 67.2%+14.9pp |
| Annual return | 15.06% | 54.95%-39.9pp | 29.37%-14.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,683 | $4,414+51.4% | $5,054+32.2% | $4,347+53.7% |
| Admin fee / account holder | $250 | $2,001-87.5% | $9,448-97.3% | $1,944-87.1% |