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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,679 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $16,455 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,270 | $84,493-64.2% | $125,381-75.9% | $66,938-54.8% |
| Participation rate | 89.5% | 76.4%+13.1pp | 82.4%+7.1pp | 69.8%+19.7pp |
| Annual return | -16.48% | -8.49%-8.0pp | 572.31%-588.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $5,181 | $3,554+45.8% | $4,815+7.6% | $2,545+103.6% |
| Participant deferral / active EE | $4,157 | $6,783-38.7% | $7,448-44.2% | $4,238-1.9% |
| Admin fee / account holder | $16 | $685-97.7% | $10,007-99.8% | $594-97.3% |