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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $15,383 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,574 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,481 | $60,165-56.0% | $74,184-64.3% | $55,167-52.0% |
| Participation rate | 93.1% | 74.2%+18.9pp | 76.6%+16.5pp | 69.0%+24.1pp |
| Annual return | 6.71% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,294 | $1,600-19.1% | $2,370-45.4% | $1,963-34.1% |
| Participant deferral / active EE | $2,941 | $2,973-1.1% | $3,550-17.1% | $3,054-3.7% |
| Admin fee / account holder | $175 | $419-58.1% | $5,586-96.9% | $504-65.2% |