Filed May 15, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,167 |
SWEENEY CONRAD, P.S.2 years Filed as: SWEENEY CONRAD, PS Service code 10 · EIN 91-1301672 | Accounting | $13,000 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $12,575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,643 | $65,092-54.5% | $143,799-79.4% | $66,938-55.7% |
| Participation rate | 86.4% | 65.2%+21.2pp | 80.3%+6.1pp | 69.8%+16.6pp |
| Annual return | -8.71% | -11.14%+2.4pp | -0.04%-8.7pp | 1.58%-10.3pp |
| Employer contribution / active EE | $2,058 | $2,362-12.9% | $4,952-58.4% | $2,545-19.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $250 | $502-50.2% | $14,677-98.3% | $594-57.9% |