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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $51,040 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,905 | $79,151+54.0% | $60,919+100.1% | $64,824+88.1% |
| Participation rate | 80.7% | 77.7%+3.0pp | 73.1%+7.6pp | 71.5%+9.3pp |
| Annual return | -11.72% | -7.12%-4.6pp | 16.96%-28.7pp | 32.84%-44.6pp |
| Employer contribution / active EE | $5,708 | $3,052+87.0% | $2,704+111.1% | $2,507+127.7% |
| Participant deferral / active EE | $5,590 | $3,727+50.0% | $3,814+46.6% | $4,311+29.7% |
| Admin fee / account holder | $238 | $106+125.4% | $3,228-92.6% | $188+26.9% |