Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,000 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,521 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,314 | $79,438+65.3% | $106,554+23.2% | $79,389+65.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 13.37% | 18.27%-4.9pp | 26.80%-13.4pp | 116.89%-103.5pp |
| Employer contribution / active EE | $5,510 | $2,235+146.5% | $2,819+95.4% | $2,428+126.9% |
| Participant deferral / active EE | $8,705 | $3,824+127.7% | $4,398+97.9% | $4,046+115.2% |
| Admin fee / account holder | $152 | $523-71.0% | $7,408-98.0% | $626-75.8% |