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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,177 |
LPL FINANCIAL3 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $7,212 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,563 | $59,186-70.3% | $76,766-77.1% | $56,287-68.8% |
| Participation rate | 90.3% | 75.2%+15.1pp | 77.0%+13.3pp | 69.9%+20.4pp |
| Annual return | -7.85% | 6.62%-14.5pp | 2.43%-10.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $961 | $1,759-45.4% | $2,485-61.3% | $2,111-54.5% |
| Participant deferral / active EE | $2,085 | $3,255-35.9% | $3,851-45.9% | $3,350-37.7% |
| Admin fee / account holder | $167 | $489-65.8% | $6,675-97.5% | $521-67.9% |