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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $18,448 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,655 |
ADP BROKER-DEALER5+ 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 | $47,547 | $72,486-34.4% | $87,103-45.4% | $72,976-34.8% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 19.23% | 24.46%-5.2pp | 28.19%-9.0pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,330 | $1,894-29.8% | $2,521-47.3% | $2,440-45.5% |
| Participant deferral / active EE | $3,822 | $3,270+16.9% | $4,049-5.6% | $3,608+5.9% |
| Admin fee / account holder | $263 | $5,055-94.8% | $7,491-96.5% | $5,124-94.9% |