Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,000 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,065 |
Annual investment return 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 | $146,934 | $78,529+87.1% | $105,591+39.2% | $74,400+97.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 11.11% | 15.94%-4.8pp | 116.43%-105.3pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $7,012 | $2,522+178.0% | $3,166+121.5% | $2,624+167.2% |
| Participant deferral / active EE | $9,776 | $4,321+126.2% | $5,008+95.2% | $4,348+124.8% |
| Admin fee / account holder | $66 | $2,216-97.0% | $11,024-99.4% | $1,944-96.6% |