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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $62,738 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $60,563 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $144,995 | $94,833+52.9% | $75,731+91.5% | $86,821+67.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 25.13% | 16.91%+8.2pp | 104.65%-79.5pp | 97.94%-72.8pp |
| Employer contribution / active EE | $6,146 | $2,904+111.6% | $2,743+124.0% | $2,406+155.4% |
| Participant deferral / active EE | $5,843 | $3,632+60.9% | $3,820+53.0% | $4,132+41.4% |
| Admin fee / account holder | $299 | $109+175.5% | $3,620-91.7% | $170+76.5% |