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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 27 PO BOX 27 · SAN DIEGO, CA 92150 | Advisory (Plan) | $1,357,077 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $2,564 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,040 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,910 | $76,696-78.0% | $96,515-82.5% | $71,511-76.4% |
| Participation rate | 94.4% | 66.6%+27.9pp | 74.3%+20.1pp | 67.9%+26.5pp |
| Annual return | 19.51% | 48.32%-28.8pp | 35.73%-16.2pp | 28.86%-9.3pp |
| Employer contribution / active EE | $1,246 | $3,032-58.9% | $3,740-66.7% | $2,589-51.9% |
| Participant deferral / active EE | $774 | $3,770-79.5% | $4,880-84.1% | $4,291-82.0% |
| Admin fee / account holder | $2 | $2,030-99.9% | $6,735-100.0% | $1,588-99.9% |