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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,500 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $25,200 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,635 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,995 | $155,364-26.0% | $103,065+11.6% | $77,762+47.9% |
| Participation rate | 86.0% | 85.5%+0.5pp | 80.6%+5.5pp | 70.6%+15.5pp |
| Annual return | 17.27% | 19.01%-1.7pp | 23.95%-6.7pp | 31.27%-14.0pp |
| Employer contribution / active EE | $3,118 | $5,949-47.6% | $4,675-33.3% | $2,728+14.3% |
| Participant deferral / active EE | $9,161 | $8,482+8.0% | $6,625+38.3% | $4,651+97.0% |
| Admin fee / account holder | $132 | $503-73.7% | $9,349-98.6% | $433-69.4% |