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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 | $102,393+67.4% | $147,041+16.6% | $80,911+111.9% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 16.06% | 134.95%-118.9pp | 419.21%-403.1pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,670 | $3,715-55.1% | $4,935-66.2% | $2,756-39.4% |
| Participant deferral / active EE | $17,087 | $6,647+157.1% | $8,071+111.7% | $4,297+297.6% |
| Admin fee / account holder | $251 | $7,943-96.8% | $13,006-98.1% | $6,935-96.4% |