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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $33,617 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,532 |
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 | $89,950 | $40,479+122.2% | $78,210+15.0% | $62,293+44.4% |
| Participation rate | 97.0% | 54.6%+42.4pp | 68.7%+28.3pp | 69.5%+27.5pp |
| Annual return | 15.96% | 66.31%-50.4pp | 40.90%-24.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,806 | $1,024+174.1% | $2,034+38.0% | $2,042+37.4% |
| Participant deferral / active EE | $4,651 | $1,718+170.7% | $2,823+64.8% | $3,169+46.7% |
| Admin fee / account holder | $264 | $376-29.9% | $3,758-93.0% | $479-45.0% |