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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 15 RP COMPENSATION POCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $15,557 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,324 |
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 | $37,928 | $59,186-35.9% | $76,766-50.6% | $56,287-32.6% |
| Participation rate | 88.4% | 75.2%+13.2pp | 77.0%+11.4pp | 69.9%+18.5pp |
| Annual return | -4.28% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,077 | $1,759-38.7% | $2,485-56.6% | $2,111-49.0% |
| Participant deferral / active EE | $2,892 | $3,255-11.2% | $3,851-24.9% | $3,350-13.7% |
| Admin fee / account holder | $131 | $489-73.2% | $6,675-98.0% | $521-74.9% |