Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,130 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,543 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,856 | $101,591+53.4% | $147,096+6.0% | $74,429+109.4% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 14.35% | 8746.45%-8732.1pp | 419.75%-405.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $14,042 | $3,813+268.3% | $4,936+184.5% | $2,625+435.0% |
| Participant deferral / active EE | $14,981 | $7,302+105.2% | $8,071+85.6% | $4,348+244.5% |
| Admin fee / account holder | $294 | $1,750-83.2% | $13,005-97.7% | $1,944-84.9% |