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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,995 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $43,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,652 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,012 | $90,064+45.5% | $100,392+30.5% | $77,736+68.5% |
| Participation rate | 89.1% | 81.3%+7.8pp | 81.5%+7.6pp | 70.6%+18.5pp |
| Annual return | 16.13% | 20.61%-4.5pp | 49.45%-33.3pp | 31.26%-15.1pp |
| Employer contribution / active EE | $5,854 | $3,043+92.3% | $3,941+48.5% | $2,728+114.6% |
| Participant deferral / active EE | $11,718 | $8,282+41.5% | $8,090+44.9% | $4,651+152.0% |
| Admin fee / account holder | $161 | $172-6.5% | $7,904-98.0% | $433-62.9% |