Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,000 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,935 | $71,534+77.4% | $98,462+28.9% | $71,529+77.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 14.05% | 32.44%-18.4pp | 21.17%-7.1pp | 28.97%-14.9pp |
| Employer contribution / active EE | $5,484 | $2,399+128.5% | $3,049+79.9% | $2,590+111.7% |
| Participant deferral / active EE | $8,935 | $4,109+117.5% | $4,738+88.6% | $4,291+108.2% |
| Admin fee / account holder | $144 | $1,677-91.4% | $8,875-98.4% | $1,588-90.9% |