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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,301 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $7,978 |
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 | $12,191 | $38,925-68.7% | $73,836-83.5% | $55,191-77.9% |
| Participation rate | 87.2% | 66.0%+21.1pp | 73.4%+13.7pp | 69.2%+18.0pp |
| Annual return | 8.19% | 6.31%+1.9pp | 2268.06%-2259.9pp | 10.78%-2.6pp |
| Employer contribution / active EE | $990 | $1,695-41.6% | $2,787-64.5% | $1,899-47.9% |
| Participant deferral / active EE | $669 | $2,351-71.5% | $3,583-81.3% | $3,046-78.0% |
| Admin fee / account holder | $99 | $83+19.8% | $4,882-98.0% | $91+9.4% |