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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,186 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $20,482 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,691 | $99,168-24.7% | $96,534-22.6% | $74,460+0.3% |
| Participation rate | 76.1% | 80.7%-4.6pp | 76.0%+0.1pp | 70.7%+5.3pp |
| Annual return | 44.09% | 22.40%+21.7pp | 25.88%+18.2pp | 34.38%+9.7pp |
| Employer contribution / active EE | $1,071 | $2,570-58.3% | $2,965-63.9% | $2,638-59.4% |
| Participant deferral / active EE | $2,046 | $4,936-58.6% | $4,851-57.8% | $4,530-54.8% |
| Admin fee / account holder | $167 | $225-25.5% | $8,253-98.0% | $348-51.9% |