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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 434 S MAIN ST · OTTAWA, KS 66067 | Other Commissions | $4,658 |
Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $3,715 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,837 | $46,732-53.3% | $156,551-86.1% | $55,167-60.4% |
| Participation rate | 44.5% | 65.8%-21.3pp | 84.0%-39.5pp | 69.0%-24.5pp |
| Annual return | 12.50% | 17.72%-5.2pp | 32.23%-19.7pp | 169.23%-156.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,236 | $2,204-43.9% | $4,871-74.6% | $3,054-59.5% |
| Admin fee / account holder | $61 | $418-85.5% | $13,028-99.5% | $504-88.0% |