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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $20,013 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,024 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,833 | $30,599-15.6% | $74,577-65.4% | $57,658-55.2% |
| Participation rate | 86.7% | 49.1%+37.6pp | 68.1%+18.6pp | 70.2%+16.5pp |
| Annual return | 13.20% | 14.24%-1.0pp | 20.47%-7.3pp | 5.13%+8.1pp |
| Employer contribution / active EE | $9 | $1,000-99.1% | $2,525-99.6% | $1,974-99.5% |
| Participant deferral / active EE | $6,512 | $1,805+260.8% | $3,458+88.3% | $3,061+112.8% |
| Admin fee / account holder | $55 | $98-43.5% | $4,138-98.7% | $95-41.5% |