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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,681 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,715 |
ERISA SERVICES, INC.3 years Service code 15 · EIN 62-1200951 | Recordkeeping | $9,079 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $4,118 |
RPA FINANCIAL, LLC3 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,751 |
WOODBURY FINANCIAL SERVICES3 years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $1,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,943 | $58,911-72.9% | $129,384-87.7% | $77,736-79.5% |
| Participation rate | 36.5% | 59.4%-22.9pp | 69.6%-33.1pp | 70.6%-34.1pp |
| Annual return | 10.08% | 24.75%-14.7pp | 9461.77%-9451.7pp | 31.26%-21.2pp |
| Employer contribution / active EE | $427 | $1,955-78.1% | $4,153-89.7% | $2,728-84.3% |
| Participant deferral / active EE | $811 | $3,220-74.8% | $4,166-80.5% | $4,651-82.6% |
| Admin fee / account holder | $167 | $592-71.7% | $7,686-97.8% | $433-61.4% |