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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,788 |
NATIONWIDE4 years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $12,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,804 | $101,499-60.8% | $147,005-72.9% | $74,546-46.6% |
| Participation rate | 81.9% | 75.5%+6.4pp | 82.2%-0.3pp | 67.2%+14.7pp |
| Annual return | 18.40% | 8732.34%-8713.9pp | 418.76%-400.4pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $4,633 | $3,811+21.6% | $4,934-6.1% | $2,624+76.5% |
| Participant deferral / active EE | $6,266 | $7,304-14.2% | $8,070-22.4% | $4,347+44.1% |
| Admin fee / account holder | $172 | $1,748-90.2% | $13,006-98.7% | $1,944-91.1% |