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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $39,581 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,885 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,647 | $74,089-64.0% | $133,980-80.1% | $55,167-51.7% |
| Participation rate | 76.4% | 84.3%-7.9pp | 87.1%-10.7pp | 69.0%+7.4pp |
| Annual return | 9.07% | 12.11%-3.0pp | 29.30%-20.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,553 | $3,064-16.7% | $5,211-51.0% | $1,963+30.1% |
| Participant deferral / active EE | $4,450 | $4,678-4.9% | $6,282-29.2% | $3,054+45.7% |
| Admin fee / account holder | $239 | $458-47.9% | $9,324-97.4% | $504-52.6% |