Filed November 28, 2022 (most recent of 3 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,655 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,448 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,980 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,842 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,980 | $47,135-15.2% | $149,717-73.3% | $74,440-46.3% |
| Participation rate | 98.1% | 63.4%+34.7pp | 78.8%+19.3pp | 70.7%+27.3pp |
| Annual return | 15.74% | 22.75%-7.0pp | 134.41%-118.7pp | 34.37%-18.6pp |
| Employer contribution / active EE | $1,716 | $1,906-10.0% | $4,820-64.4% | $2,638-35.0% |
| Participant deferral / active EE | $5,446 | $2,728+99.6% | $5,682-4.2% | $4,529+20.3% |
| Admin fee / account holder | $138 | $343-59.7% | $13,213-99.0% | $348-60.3% |