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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,007 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $32,379 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 | Contract Administrator | $21,129 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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 | $42,168 | $56,540-25.4% | $185,849-77.3% | $86,821-51.4% |
| Participation rate | 80.1% | 65.5%+14.6pp | 81.7%-1.6pp | 72.3%+7.8pp |
| Annual return | 11.77% | 118.20%-106.4pp | 122.10%-110.3pp | 97.94%-86.2pp |
| Employer contribution / active EE | $2,120 | $1,844+14.9% | $5,169-59.0% | $2,406-11.9% |
| Participant deferral / active EE | $2,565 | $2,555+0.4% | $5,569-53.9% | $4,132-37.9% |
| Admin fee / account holder | $213 | $150+42.2% | $16,244-98.7% | $170+25.5% |