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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 95-2834236 | Advisory (Participants) | $26,499 |
PPA/TPA1 year Filed as: PPA Service code 13 · EIN 91-1463664 | Contract Administrator | $5,231 |
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 | $35,517 | $50,637-29.9% | $86,581-59.0% | $62,293-43.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.73% | 20.80%-2.1pp | 965.06%-946.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,695 | $2,075+29.9% | $2,840-5.1% | $2,042+32.0% |
| Participant deferral / active EE | $2,987 | $2,611+14.4% | $3,609-17.2% | $3,169-5.8% |
| Admin fee / account holder | $110 | $413-73.3% | $4,904-97.8% | $479-77.0% |