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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $43,732 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,140 | $83,884+46.8% | $64,097+92.1% | $74,473+65.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 9.26% | 16.57%-7.3pp | 33.75%-24.5pp | 34.36%-25.1pp |
| Employer contribution / active EE | $5,500 | $3,084+78.4% | $2,750+100.0% | $2,638+108.5% |
| Participant deferral / active EE | $5,629 | $3,692+52.5% | $3,881+45.0% | $4,530+24.3% |
| Admin fee / account holder | $205 | $196+4.8% | $3,070-93.3% | $347-40.8% |