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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,451 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $17,534 |
PRICEKUBECKA PLLC1 year Service code 15 · EIN 75-2783674 | Recordkeeping | $7,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,540 | $91,439-57.9% | $135,974-71.7% | $71,511-46.1% |
| Participation rate | 89.1% | 75.7%+13.5pp | 81.9%+7.2pp | 67.9%+21.2pp |
| Annual return | 17.54% | 29.90%-12.4pp | 68.30%-50.8pp | 28.86%-11.3pp |
| Employer contribution / active EE | $4,133 | $3,705+11.6% | $4,859-14.9% | $2,589+59.6% |
| Participant deferral / active EE | $3,450 | $7,093-51.4% | $7,760-55.5% | $4,291-19.6% |
| Admin fee / account holder | $58 | $1,267-95.4% | $10,767-99.5% | $1,588-96.4% |