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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,831 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,417 | $102,422+67.4% | $147,117+16.5% | $80,959+111.7% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.7%+8.8pp |
| Annual return | 16.06% | 135.16%-119.1pp | 420.54%-404.5pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,670 | $3,717-55.1% | $4,932-66.1% | $2,757-39.4% |
| Participant deferral / active EE | $17,087 | $6,652+156.9% | $8,065+111.9% | $4,300+297.3% |
| Admin fee / account holder | $251 | $7,953-96.8% | $12,993-98.1% | $6,925-96.4% |