Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,538 |
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 | $100,991 | $66,319+52.3% | $93,621+7.9% | $65,186+54.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 22.36% | 42.59%-20.2pp | 32.76%-10.4pp | 29.39%-7.0pp |
| Employer contribution / active EE | $4,389 | $2,013+118.0% | $2,719+61.4% | $2,177+101.6% |
| Participant deferral / active EE | $6,267 | $3,343+87.5% | $4,070+54.0% | $3,514+78.3% |
| Admin fee / account holder | $129 | $6,900-98.1% | $7,890-98.4% | $847-84.8% |