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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,170 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC Service code 55 · EIN 06-1375177 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $18,056 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,452 | $72,273-50.9% | $101,275-65.0% | $79,856-55.6% |
| Participation rate | 98.5% | 68.5%+30.1pp | 75.8%+22.7pp | 69.6%+28.9pp |
| Annual return | 17.09% | 22.30%-5.2pp | 46.48%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,082 | $2,691-22.6% | $3,660-43.1% | $2,471-15.7% |
| Participant deferral / active EE | $2,648 | $3,282-19.3% | $4,371-39.4% | $3,741-29.2% |
| Admin fee / account holder | $197 | $4,401-95.5% | $5,948-96.7% | $5,306-96.3% |