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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $7,520 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,090 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $85,502 | $62,589+36.6% | $76,768+11.4% | $64,173+33.2% |
| Participation rate | 89.1% | 72.8%+16.3pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | -5.40% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,357 | $1,832+28.6% | $2,485-5.2% | $2,381-1.0% |
| Participant deferral / active EE | $7,603 | $3,145+141.8% | $3,852+97.4% | $3,470+119.1% |
| Admin fee / account holder | $76 | $4,667-98.4% | $6,675-98.9% | $4,887-98.5% |