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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $15,271 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,235 |
Service code 99 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Other Fees | $25 |
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 | $59,385 | $46,722+27.1% | $130,660-54.5% | $65,185-8.9% |
| Participation rate | 93.5% | 60.9%+32.6pp | 71.7%+21.7pp | 70.2%+23.3pp |
| Annual return | 20.87% | 24.17%-3.3pp | 1709.29%-1688.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $3,000 | $1,488+101.6% | $4,092-26.7% | $2,177+37.8% |
| Participant deferral / active EE | $4,614 | $2,545+81.3% | $3,603+28.1% | $3,514+31.3% |
| Admin fee / account holder | $153 | $453-66.1% | $5,463-97.2% | $847-81.9% |