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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $35,375 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,505 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,303 | $89,093-30.1% | $102,434-39.2% | $77,736-19.9% |
| Participation rate | 81.9% | 80.9%+1.0pp | 76.5%+5.4pp | 70.6%+11.3pp |
| Annual return | 17.78% | 25.03%-7.3pp | 29.46%-11.7pp | 31.26%-13.5pp |
| Employer contribution / active EE | $2,444 | $2,699-9.4% | $3,023-19.1% | $2,728-10.4% |
| Participant deferral / active EE | $4,665 | $5,147-9.4% | $5,055-7.7% | $4,651+0.3% |
| Admin fee / account holder | $236 | $236-0.1% | $9,462-97.5% | $433-45.6% |