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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $63,846 |
WHITLEY PENN LLP3 years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $18,550 |
ZIONS BANCORPORATION NA7 years Service code 61 · EIN 76-0028668 | Finders' fees / placement fees | $0 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$36,486 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,727 | $89,465-29.9% | $165,071-62.0% | $77,736-19.3% |
| Participation rate | 90.1% | 78.6%+11.5pp | 78.6%+11.5pp | 70.6%+19.6pp |
| Annual return | 13.69% | 28.86%-15.2pp | 70.17%-56.5pp | 31.26%-17.6pp |
| Employer contribution / active EE | $2,284 | $2,565-11.0% | $4,347-47.5% | $2,728-16.3% |
| Participant deferral / active EE | $4,799 | $4,904-2.1% | $6,035-20.5% | $4,651+3.2% |
| Admin fee / account holder | $52 | $340-84.6% | $12,695-99.6% | $433-87.9% |