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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $8,250 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,781 |
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 | $69,003 | $80,753-14.6% | $136,298-49.4% | $62,293+10.8% |
| Participation rate | 82.6% | 73.5%+9.1pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 19.52% | 35.83%-16.3pp | 5156.27%-5136.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,674 | $2,884-42.0% | $4,696-64.4% | $2,042-18.0% |
| Participant deferral / active EE | $8,357 | $5,164+61.8% | $6,247+33.8% | $3,169+163.7% |
| Admin fee / account holder | $85 | $525-83.9% | $9,244-99.1% | $479-82.4% |