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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,791 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL5 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,840 | $86,940-46.1% | $102,434-54.3% | $80,935-42.1% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.7%+30.9pp |
| Annual return | 17.70% | 18.89%-1.2pp | 29.46%-11.8pp | 35.66%-18.0pp |
| Employer contribution / active EE | $5,046 | $2,370+112.9% | $3,023+66.9% | $2,757+83.0% |
| Participant deferral / active EE | $8,494 | $4,121+106.1% | $5,055+68.0% | $4,299+97.6% |
| Admin fee / account holder | $25 | $8,047-99.7% | $9,462-99.7% | $6,924-99.6% |