Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $17,250 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,226 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $32,263 | $54,320-40.6% | $67,652-52.3% | $52,331-38.3% |
| Participation rate | 89.1% | 73.6%+15.5pp | 75.7%+13.4pp | 68.1%+20.9pp |
| Annual return | 3.47% | 6.81%-3.3pp | 6625.40%-6621.9pp | 4.54%-1.1pp |
| Employer contribution / active EE | $1,474 | $1,544-4.5% | $2,266-34.9% | $1,882-21.7% |
| Participant deferral / active EE | $2,482 | $2,950-15.9% | $3,560-30.3% | $3,022-17.9% |
| Admin fee / account holder | $220 | $527-58.3% | $4,821-95.4% | $592-62.9% |