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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $103,095 |
LPL FINANCIAL5+ years Service code 28 · EIN 04-3046611 | Investment Management | $40,000 |
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 | $139,222 | $95,542+45.7% | $69,464+100.4% | $67,579+106.0% |
| Participation rate | 98.1% | 79.4%+18.8pp | 74.6%+23.5pp | 71.3%+26.9pp |
| Annual return | 18.23% | 17.67%+0.6pp | 28.98%-10.8pp | 378.56%-360.3pp |
| Employer contribution / active EE | $4,917 | $2,989+64.5% | $2,779+76.9% | $2,148+128.9% |
| Participant deferral / active EE | $7,088 | $3,263+117.2% | $3,536+100.4% | $3,539+100.3% |
| Admin fee / account holder | $126 | $90+40.2% | $3,840-96.7% | $142-11.5% |