Filed May 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,553 | $59,328-18.2% | $118,946-59.2% | $73,493-33.9% |
| Participation rate | 92.1% | 62.3%+29.8pp | 75.4%+16.7pp | 70.7%+21.4pp |
| Annual return | 21.33% | 19.13%+2.2pp | 35.89%-14.6pp | 28.51%-7.2pp |
| Employer contribution / active EE | $3,150 | $1,803+74.7% | $3,263-3.5% | $2,270+38.7% |
| Participant deferral / active EE | $7,240 | $2,604+178.0% | $4,266+69.7% | $3,740+93.6% |
| Admin fee / account holder | $9 | $600-98.6% | $6,581-99.9% | $513-98.3% |