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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,427 |
LPL FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $17,462 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $37,384 | $60,165-37.9% | $74,184-49.6% | $55,167-32.2% |
| Participation rate | 86.3% | 74.2%+12.1pp | 76.6%+9.7pp | 69.0%+17.3pp |
| Annual return | 8.59% | 10.00%-1.4pp | 17.74%-9.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,147 | $1,600-28.3% | $2,370-51.6% | $1,963-41.6% |
| Participant deferral / active EE | $2,767 | $2,973-6.9% | $3,550-22.0% | $3,054-9.4% |
| Admin fee / account holder | $248 | $419-41.0% | $5,586-95.6% | $504-50.9% |