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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,362 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,774 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,768 | $54,320-78.3% | $67,653-82.6% | $52,331-77.5% |
| Participation rate | 96.6% | 73.6%+23.0pp | 75.7%+20.9pp | 68.1%+28.4pp |
| Annual return | -0.40% | 6.81%-7.2pp | 6625.22%-6625.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $884 | $1,544-42.7% | $2,266-61.0% | $1,882-53.0% |
| Participant deferral / active EE | $1,864 | $2,950-36.8% | $3,560-47.6% | $3,022-38.3% |
| Admin fee / account holder | $168 | $527-68.2% | $4,821-96.5% | $592-71.7% |