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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $42,116 |
NATIONAL FINANCIAL SERVICES9+ 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 | $125,907 | $91,695+37.3% | $67,575+86.3% | $77,736+62.0% |
| Participation rate | 99.2% | 76.0%+23.2pp | 72.9%+26.3pp | 70.6%+28.7pp |
| Annual return | 11.98% | 14.88%-2.9pp | 3528.98%-3517.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $5,081 | $3,189+59.3% | $2,736+85.7% | $2,728+86.3% |
| Participant deferral / active EE | $5,385 | $3,912+37.6% | $4,003+34.5% | $4,651+15.8% |
| Admin fee / account holder | $184 | $245-24.7% | $3,993-95.4% | $433-57.5% |