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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,000 |
BONSET AMERICA CORPORATION1+ years Service code 10 · EIN 56-1645992 | Accounting | $5,457 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,870 |
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 | $76,664 | $53,412+43.5% | $68,509+11.9% | $52,331+46.5% |
| Participation rate | 98.6% | 71.7%+26.9pp | 74.7%+23.8pp | 68.1%+30.5pp |
| Annual return | 0.62% | 3.42%-2.8pp | 8.27%-7.7pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,788 | $1,607+73.5% | $2,278+22.4% | $1,882+48.2% |
| Participant deferral / active EE | $4,152 | $2,688+54.5% | $3,382+22.8% | $3,022+37.4% |
| Admin fee / account holder | $18 | $461-96.1% | $5,275-99.7% | $592-97.0% |