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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $39,940 |
ATCHLEY & ASSOCIATES1+ years Service code 10 · EIN 74-2920819 | Accounting | $9,600 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,115 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,097 | $50,498-2.8% | $75,784-35.2% | $55,191-11.0% |
| Participation rate | 99.3% | 69.4%+29.9pp | 75.8%+23.5pp | 69.2%+30.2pp |
| Annual return | -0.68% | 1.80%-2.5pp | 9.68%-10.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,877 | $2,291-18.1% | $3,323-43.5% | $1,899-1.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $36 | $123-70.5% | $5,300-99.3% | $91-60.0% |