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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $46,839 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,849 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,302 | $72,303-42.9% | $86,691-52.4% | $64,814-36.3% |
| Participation rate | 94.2% | 80.4%+13.8pp | 76.6%+17.6pp | 71.5%+22.8pp |
| Annual return | -19.82% | 392.77%-412.6pp | 35.94%-55.8pp | 32.84%-52.7pp |
| Employer contribution / active EE | $2,806 | $2,393+17.3% | $2,837-1.1% | $2,507+12.0% |
| Participant deferral / active EE | $7,205 | $4,660+54.6% | $4,656+54.7% | $4,310+67.1% |
| Admin fee / account holder | $229 | $174+31.6% | $7,492-96.9% | $188+21.9% |