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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,130 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $34,179 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,065 |
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 | $174,790 | $75,183+132.5% | $123,894+41.1% | $55,167+216.8% |
| Participation rate | 98.3% | 72.8%+25.5pp | 81.4%+16.9pp | 69.0%+29.3pp |
| Annual return | 7.56% | 19.01%-11.4pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $8,566 | $2,823+203.4% | $4,617+85.5% | $1,963+336.5% |
| Participant deferral / active EE | $8,595 | $5,084+69.1% | $5,984+43.6% | $3,054+181.4% |
| Admin fee / account holder | $142 | $663-78.5% | $8,357-98.3% | $504-71.8% |