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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $100,815 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,552 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467967 | Brokerage Fees | $5,177 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,538 | $56,540+304.2% | $185,849+23.0% | $86,821+163.2% |
| Participation rate | 92.8% | 65.5%+27.3pp | 81.7%+11.1pp | 72.3%+20.5pp |
| Annual return | 15.82% | 118.20%-102.4pp | 122.10%-106.3pp | 97.94%-82.1pp |
| Employer contribution / active EE | $5,327 | $1,844+188.8% | $5,169+3.1% | $2,406+121.4% |
| Participant deferral / active EE | $3,664 | $2,555+43.4% | $5,569-34.2% | $4,132-11.3% |
| Admin fee / account holder | $68 | $150-54.7% | $16,244-99.6% | $170-60.0% |