Filed May 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 119 E PALATINE RD., STE 104 · PALATINE, IL 60067 | Other Services | $0 |
LPL FINANCIAL5 years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,380 | $62,409+24.0% | $120,574-35.8% | $74,459+3.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 19.87% | 18.62%+1.2pp | 107.42%-87.6pp | 1369.70%-1349.8pp |
| Employer contribution / active EE | $8,791 | $1,847+376.1% | $3,471+153.3% | $2,626+234.8% |
| Participant deferral / active EE | $9,524 | $2,888+229.8% | $4,996+90.6% | $4,350+119.0% |
| Admin fee / account holder | $20 | $2,394-99.2% | $9,445-99.8% | $1,945-99.0% |