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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Service code 15 · EIN 04-3046611 | Recordkeeping | $15,010 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,380 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,263 | $79,223+61.9% | $102,460+25.2% | $74,478+72.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.48% | 54.98%-43.5pp | 29.47%-18.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $2,624 | $2,363+11.0% | $3,025-13.3% | $2,626-0.1% |
| Participant deferral / active EE | $8,848 | $4,417+100.3% | $5,056+75.0% | $4,350+103.4% |
| Admin fee / account holder | $115 | $2,003-94.3% | $9,460-98.8% | $1,946-94.1% |