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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $44,183 |
ARKADIOSW1 year Service code 26 · EIN 82-1659517 | Advisory (Participants) | $39,114 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 · EIN 35-1151034 | Advisory (Plan) | $22,179 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,834 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,341 | $89,123+4.7% | $102,460-8.9% | $77,762+20.0% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 15.17% | 25.05%-9.9pp | 29.47%-14.3pp | 31.27%-16.1pp |
| Employer contribution / active EE | $2,593 | $2,700-4.0% | $3,025-14.3% | $2,728-4.9% |
| Participant deferral / active EE | $9,483 | $5,148+84.2% | $5,056+87.6% | $4,651+103.9% |
| Admin fee / account holder | $235 | $236-0.5% | $9,460-97.5% | $433-45.8% |