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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,853 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,553 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $7,490 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,185 |
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 | $47,942 | $80,177-40.2% | $123,894-61.3% | $57,658-16.9% |
| Participation rate | 96.6% | 74.4%+22.1pp | 81.4%+15.2pp | 70.2%+26.4pp |
| Annual return | 30.66% | 17.90%+12.8pp | 47.52%-16.9pp | 5.13%+25.5pp |
| Employer contribution / active EE | $2,077 | $2,913-28.7% | $4,617-55.0% | $1,974+5.2% |
| Participant deferral / active EE | $4,125 | $5,130-19.6% | $5,984-31.1% | $3,061+34.8% |
| Admin fee / account holder | $18 | $106-83.2% | $8,357-99.8% | $95-81.2% |