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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERIT FINANCIAL GROUP LLC Service code 27 2400 LAKEVIEW PKWY · ALPHARETTA, GA 30009 | Advisory (Plan) | $10,203 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 · EIN 93-0998477 1193 ROYVONNE SE · SALEM, OR 973026503 | Contract Administrator | $3,494 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 99 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $3,482 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,644 | $55,470-59.2% | $155,556-85.4% | $74,478-69.6% |
| Participation rate | 57.2% | 61.9%-4.7pp | 78.2%-21.0pp | 67.2%-10.0pp |
| Annual return | 17.17% | 269.80%-252.6pp | 64.84%-47.7pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $1,277 | $2,267-43.7% | $4,675-72.7% | $2,626-51.4% |
| Participant deferral / active EE | $2,728 | $2,838-3.9% | $5,631-51.6% | $4,350-37.3% |
| Admin fee / account holder | $79 | $1,744-95.5% | $15,885-99.5% | $1,946-96.0% |