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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 · EIN 27-0435466 | Advisory (Plan) | $33,568 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,354 |
Service code 15 · EIN 91-1072394 | Recordkeeping | $2,000 |
PENSION SERVICES, INC.2 years Filed as: PENSION SERVICES CORPORATION - HI Service code 15 · EIN 99-0262088 | Recordkeeping | $1,308 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INV MGMT Service code 33 · EIN 60-2930184 | Securities brokerage commissions and ... | $343 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,106 | $64,176-39.1% | $112,263-65.2% | $66,949-41.6% |
| Participation rate | 94.1% | 68.4%+25.6pp | 75.1%+19.0pp | 69.8%+24.2pp |
| Annual return | -19.58% | -13.80%-5.8pp | 27.49%-47.1pp | 1.57%-21.1pp |
| Employer contribution / active EE | $4,449 | $3,007+48.0% | $3,636+22.4% | $2,545+74.8% |
| Participant deferral / active EE | $6,970 | $3,694+88.7% | $4,729+47.4% | $4,239+64.4% |
| Admin fee / account holder | $151 | $626-75.8% | $6,410-97.6% | $594-74.5% |