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| Provider | Service type | Compensation |
|---|---|---|
STOWE & DEGON, LLC1 year Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $15,450 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,221 |
LPL FINANCIAL3 years Filed as: LPL HOLDINGS, INC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,653 |
STANCE CAPITAL3 years Filed as: STANCE CAPITAL, LLC Service code 27 · EIN 81-5170907 | Advisory (Plan) | $7,496 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $180,749-100.0% | $160,784-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | -103.69% | 2234.46%-2338.1pp | 1803.92%-1907.6pp | 220.34%-324.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |