Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,632 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,268 | $72,639+60.1% | $90,766+28.1% | $66,949+73.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.60% | -12.28%-3.3pp | -12.16%-3.4pp | 1.57%-17.2pp |
| Employer contribution / active EE | $5,895 | $2,369+148.8% | $2,922+101.8% | $2,545+131.6% |
| Participant deferral / active EE | $9,504 | $3,979+138.9% | $4,565+108.2% | $4,239+124.2% |
| Admin fee / account holder | $134 | $708-81.1% | $8,446-98.4% | $594-77.5% |