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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 | Other Commissions | $16,948 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,150 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,175 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP Service code 55 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $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 | $67,561 | $31,109+117.2% | $67,704-0.2% | $52,331+29.1% |
| Participation rate | 99.2% | 54.0%+45.2pp | 67.5%+31.7pp | 68.1%+31.1pp |
| Annual return | -0.89% | 23.70%-24.6pp | 25.41%-26.3pp | 4.54%-5.4pp |
| Employer contribution / active EE | $4,502 | $1,076+318.5% | $2,559+75.9% | $1,882+139.3% |
| Participant deferral / active EE | $3,856 | $1,970+95.7% | $3,585+7.5% | $3,022+27.6% |
| Admin fee / account holder | $40 | $466-91.4% | $4,255-99.1% | $592-93.2% |