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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 | Advisory (Plan) | $20,056 |
GLOBE TAX SERVICES INC2 years Filed as: GLOBE MACHINE MANUFACTURING Service code 99 | Other Fees | $17,500 |
Filed as: PUTNAM INVESTMENTS Service code 15 | Recordkeeping | $10,103 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 | Contract Administrator | $6,510 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,757 | $59,191-21.0% | $76,767-39.1% | $56,289-16.9% |
| Participation rate | 99.3% | 75.2%+24.1pp | 77.0%+22.4pp | 69.9%+29.5pp |
| Annual return | -3.11% | 6.62%-9.7pp | 2.43%-5.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $3,329 | $1,759+89.3% | $2,485+34.0% | $2,111+57.7% |
| Participant deferral / active EE | $4,013 | $3,255+23.3% | $3,852+4.2% | $3,350+19.8% |
| Admin fee / account holder | $200 | $489-59.0% | $6,675-97.0% | $521-61.5% |