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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,440 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $11,835 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 22 · EIN 02-0275490 | Insurance Broker | $11,267 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,557 |
ANEW 401K TPA LLC7 years Service code 15 · EIN 81-1963646 PO BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $968 |
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 | $63,296 | $101,539-37.7% | $147,041-57.0% | $74,400-14.9% |
| Participation rate | 89.9% | 75.5%+14.4pp | 82.2%+7.7pp | 67.2%+22.7pp |
| Annual return | 12.36% | 8740.84%-8728.5pp | 419.21%-406.9pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $1,635 | $3,811-57.1% | $4,935-66.9% | $2,624-37.7% |
| Participant deferral / active EE | $5,163 | $7,304-29.3% | $8,071-36.0% | $4,348+18.7% |
| Admin fee / account holder | $206 | $1,749-88.2% | $13,006-98.4% | $1,944-89.4% |