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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,706 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $418 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,580 | $72,492-27.5% | $87,104-39.6% | $72,975-27.9% |
| Participation rate | 71.8% | 72.8%-1.0pp | 76.9%-5.1pp | 69.5%+2.3pp |
| Annual return | 19.17% | 24.46%-5.3pp | 28.19%-9.0pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,043 | $3,270-37.5% | $4,048-49.5% | $3,608-43.4% |
| Admin fee / account holder | $69 | $5,055-98.6% | $7,491-99.1% | $5,124-98.7% |