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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $35,647 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,778 |
ADP BROKER-DEALER3+ 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 | $47,712 | $64,909-26.5% | $82,312-42.0% | $62,293-23.4% |
| Participation rate | 89.0% | 74.9%+14.1pp | 76.9%+12.1pp | 69.5%+19.5pp |
| Annual return | 19.00% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,381 | $1,676-17.6% | $2,428-43.1% | $2,042-32.4% |
| Participant deferral / active EE | $3,298 | $3,103+6.3% | $3,706-11.0% | $3,169+4.1% |
| Admin fee / account holder | $286 | $440-35.0% | $5,608-94.9% | $479-40.4% |