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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $34,767 |
MIDWEST GROUP BENEFITS, INC.2 years Filed as: MIDWEST GROUP BENEFITS Service code 99 · EIN 84-4016035 | Other Fees | $10,430 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,283 | $76,696-30.5% | $96,538-44.8% | $71,529-25.5% |
| Participation rate | 98.2% | 66.6%+31.6pp | 74.3%+23.8pp | 67.9%+30.2pp |
| Annual return | 17.54% | 48.32%-30.8pp | 35.74%-18.2pp | 28.97%-11.4pp |
| Employer contribution / active EE | $461 | $3,032-84.8% | $3,740-87.7% | $2,590-82.2% |
| Participant deferral / active EE | $4,598 | $3,770+21.9% | $4,880-5.8% | $4,291+7.1% |
| Admin fee / account holder | $286 | $2,030-85.9% | $6,737-95.8% | $1,588-82.0% |