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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $2,313 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $790 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORTATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,230 | $83,045-44.3% | $130,026-64.4% | $71,495-35.3% |
| Participation rate | 65.7% | 74.1%-8.4pp | 78.5%-12.8pp | 67.9%-2.2pp |
| Annual return | 18.36% | 20.61%-2.2pp | -137.26%+155.6pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,082 | $2,623-20.6% | $4,321-51.8% | $2,589-19.6% |
| Participant deferral / active EE | $3,633 | $4,436-18.1% | $5,821-37.6% | $4,291-15.3% |
| Admin fee / account holder | $31 | $1,727-98.2% | $10,608-99.7% | $1,588-98.0% |