Filed October 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 921503091 | Advisory (Plan) | $99,368 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,930 |
FID INV INST OPS CO1+ years Filed as: FID. INVEST INSTIT. OPER. CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $1,933 |
FID INV INST OPS CO1+ years Filed as: FID. INVEST. INSTIT. OPER. CO LLC Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,103 | $56,551+245.0% | $185,854+5.0% | $86,828+124.7% |
| Participation rate | 72.1% | 65.5%+6.6pp | 81.7%-9.6pp | 72.3%-0.2pp |
| Annual return | 258.42% | 118.23%+140.2pp | 122.12%+136.3pp | 97.95%+160.5pp |
| Employer contribution / active EE | $10,699 | $1,845+480.0% | $5,169+107.0% | $2,406+344.7% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $94 | $150-37.0% | $16,246-99.4% | $170-44.4% |