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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,968 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,060 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $9,715 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,018 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $55,654 | $52,961+5.1% | $172,755-67.8% | $65,185-14.6% |
| Participation rate | 89.7% | 66.2%+23.5pp | 82.6%+7.0pp | 70.2%+19.5pp |
| Annual return | 24.59% | 30.12%-5.5pp | 802.94%-778.3pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,899 | $2,190+32.4% | $5,144-43.6% | $2,177+33.2% |
| Participant deferral / active EE | $5,773 | $2,471+133.6% | $5,198+11.1% | $3,514+64.3% |
| Admin fee / account holder | $287 | $472-39.1% | $13,955-97.9% | $847-66.1% |