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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $15,348 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $11,240 |
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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 | $62,156 | $51,708+20.2% | $106,619-41.7% | $62,881-1.2% |
| Participation rate | 95.1% | 66.9%+28.2pp | 78.0%+17.1pp | 69.3%+25.8pp |
| Annual return | 7.90% | 4.69%+3.2pp | 9.42%-1.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,134 | $1,764+77.7% | $3,947-20.6% | $2,281+37.4% |
| Participant deferral / active EE | $2,189 | $2,315-5.5% | $3,930-44.3% | $3,203-31.7% |
| Admin fee / account holder | $20 | $3,349-99.4% | $6,418-99.7% | $4,296-99.5% |