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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,164 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $21,496 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,671 | $61,391-43.5% | $149,723-76.8% | $71,529-51.5% |
| Participation rate | 80.9% | 62.5%+18.4pp | 78.8%+2.1pp | 67.9%+13.0pp |
| Annual return | 16.58% | 35.88%-19.3pp | 134.50%-117.9pp | 28.97%-12.4pp |
| Employer contribution / active EE | $2,017 | $2,384-15.4% | $4,821-58.2% | $2,590-22.1% |
| Participant deferral / active EE | $2,027 | $2,921-30.6% | $5,682-64.3% | $4,291-52.8% |
| Admin fee / account holder | $211 | $1,264-83.3% | $13,215-98.4% | $1,588-86.7% |