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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $18,254 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,994 |
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 | $31,798 | $64,909-51.0% | $82,312-61.4% | $62,293-49.0% |
| Participation rate | 91.4% | 74.9%+16.5pp | 76.9%+14.5pp | 69.5%+21.8pp |
| Annual return | 22.51% | 21.18%+1.3pp | 25.88%-3.4pp | 28.90%-6.4pp |
| Employer contribution / active EE | $1,475 | $1,676-12.0% | $2,428-39.3% | $2,042-27.8% |
| Participant deferral / active EE | $3,382 | $3,103+9.0% | $3,706-8.7% | $3,169+6.7% |
| Admin fee / account holder | $177 | $440-59.6% | $5,608-96.8% | $479-63.0% |