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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL RPCP Service code 12 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Claims processing; Recordkeeping and ... | $27,000 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,619 |
Service code 15 4340 REDWOOD HIGHWAY STE B60 · SAN RAFAEL, CA 94903 | Recordkeeping | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,782 | $65,582+44.5% | $64,097+47.9% | $71,529+32.5% |
| Participation rate | 99.0% | 73.2%+25.8pp | 72.3%+26.7pp | 67.9%+31.1pp |
| Annual return | 19.84% | 18.96%+0.9pp | 33.75%-13.9pp | 28.97%-9.1pp |
| Employer contribution / active EE | $6,127 | $2,671+129.4% | $2,750+122.8% | $2,590+136.6% |
| Participant deferral / active EE | $9,627 | $3,628+165.3% | $3,881+148.0% | $4,291+124.3% |
| Admin fee / account holder | $149 | $616-75.9% | $3,070-95.2% | $1,588-90.6% |