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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,843 |
SCS1 year Service code 27 · EIN 71-1004774 | Advisory (Plan) | $34,344 |
LPL FINANCIAL5 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $13,432 |
Annual investment return 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 | $76,818 | $54,245+41.6% | $93,727-18.0% | $77,762-1.2% |
| Participation rate | 70.5% | 63.9%+6.6pp | 68.7%+1.8pp | 70.6%-0.1pp |
| Annual return | 9.70% | 30.58%-20.9pp | 133.83%-124.1pp | 31.27%-21.6pp |
| Employer contribution / active EE | $940 | $1,168-19.5% | $2,421-61.2% | $2,728-65.5% |
| Participant deferral / active EE | $2,996 | $3,144-4.7% | $4,417-32.2% | $4,651-35.6% |
| Admin fee / account holder | $156 | $575-72.9% | $8,292-98.1% | $433-64.0% |