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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $89,763 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $47,629 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,549 | $50,820-32.0% | $155,567-77.8% | $77,671-55.5% |
| Participation rate | 73.3% | 63.1%+10.1pp | 78.2%-4.9pp | 70.6%+2.7pp |
| Annual return | 19.48% | 34.85%-15.4pp | 64.74%-45.3pp | 31.21%-11.7pp |
| Employer contribution / active EE | $2,364 | $1,993+18.6% | $4,674-49.4% | $2,726-13.3% |
| Participant deferral / active EE | $5,218 | $2,823+84.8% | $5,628-7.3% | $4,648+12.3% |
| Admin fee / account holder | $225 | $436-48.3% | $15,916-98.6% | $430-47.6% |