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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $8,401 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET ROAD · APPLETON, WI 54914 | Other Services | $1,543 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $440 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $150 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,855 | $49,915-62.2% | $154,803-87.8% | $74,304-74.6% |
| Participation rate | 84.8% | 54.0%+30.8pp | 78.1%+6.7pp | 60.3%+24.4pp |
| Annual return | 10.29% | 34.06%-23.8pp | 58.88%-48.6pp | 29.43%-19.1pp |
| Employer contribution / active EE | $1,077 | $1,611-33.2% | $4,305-75.0% | $2,241-51.9% |
| Participant deferral / active EE | $1,054 | $2,255-53.3% | $5,540-81.0% | $3,767-72.0% |
| Admin fee / account holder | $208 | $2,189-90.5% | $14,329-98.5% | $2,969-93.0% |