Filed March 10, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,579 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,581 | $52,293-66.4% | $178,498-90.2% | $73,412-76.1% |
| Participation rate | 79.2% | 65.3%+13.9pp | 81.9%-2.7pp | 72.2%+7.0pp |
| Annual return | 15.71% | 34.75%-19.0pp | 151.09%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $695 | $1,735-59.9% | $5,011-86.1% | $2,234-68.9% |
| Participant deferral / active EE | $1,251 | $2,332-46.4% | $5,202-76.0% | $3,806-67.1% |
| Admin fee / account holder | $124 | $127-2.4% | $13,985-99.1% | $158-21.3% |