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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $29,208 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,120 |
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 | $77,116 | $36,694+110.2% | $40,145,923-99.8% | $55,167+39.8% |
| Participation rate | 98.0% | 57.2%+40.9pp | 68.4%+29.6pp | 69.0%+29.0pp |
| Annual return | 5.84% | 10.16%-4.3pp | 5.24%+0.6pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,822 | $1,135+148.7% | $1,844+53.0% | $1,963+43.8% |
| Participant deferral / active EE | $4,382 | $1,679+161.0% | $2,591+69.2% | $3,054+43.5% |
| Admin fee / account holder | $271 | $175+54.5% | $2,903-90.7% | $504-46.2% |