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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $41,573 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Other Services | $8,461 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,887 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,362 | $129,095-82.7% | $184,185-87.9% | $77,692-71.2% |
| Participation rate | 83.7% | 87.3%-3.7pp | 86.8%-3.2pp | 70.6%+13.1pp |
| Annual return | 12.86% | 33.29%-20.4pp | 28.81%-16.0pp | 31.25%-18.4pp |
| Employer contribution / active EE | $2,235 | $4,410-49.3% | $6,426-65.2% | $2,726-18.0% |
| Participant deferral / active EE | $3,561 | $7,300-51.2% | $9,132-61.0% | $4,648-23.4% |
| Admin fee / account holder | $214 | $256-16.4% | $13,909-98.5% | $431-50.3% |