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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $2,342 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $753 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORTATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,597 | $86,655-60.1% | $119,622-71.1% | $66,938-48.3% |
| Participation rate | 71.0% | 75.6%-4.5pp | 79.3%-8.2pp | 69.8%+1.2pp |
| Annual return | -17.97% | -8.00%-10.0pp | -14.98%-3.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,104 | $2,536-17.0% | $4,232-50.3% | $2,545-17.3% |
| Participant deferral / active EE | $3,803 | $4,358-12.7% | $5,601-32.1% | $4,238-10.3% |
| Admin fee / account holder | $24 | $755-96.8% | $10,328-99.8% | $594-95.9% |