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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 53 | Insurance Commissions | $68,893 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 53 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Insurance Commissions | $14,348 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $8,490 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467907 | Brokerage Fees | $3,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120 |
LPL FINANCIAL1 year Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,361 | $46,332+326.0% | $143,799+37.2% | $64,819+204.5% |
| Participation rate | 87.5% | 64.2%+23.2pp | 80.3%+7.1pp | 71.5%+16.0pp |
| Annual return | -17.40% | -10.05%-7.3pp | -0.04%-17.4pp | 32.84%-50.2pp |
| Employer contribution / active EE | $5,110 | $1,911+167.4% | $4,952+3.2% | $2,507+103.8% |
| Participant deferral / active EE | $3,617 | $2,647+36.6% | $5,638-35.8% | $4,311-16.1% |
| Admin fee / account holder | $21 | $154-86.2% | $14,677-99.9% | $188-88.7% |