Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 81-2704670 | Recordkeeping | $10,768 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $6,076 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,068 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,341 | $54,573-5.9% | $90,970-43.6% | $73,493-30.1% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 70.7%-16.2pp |
| Annual return | 26.28% | 16.69%+9.6pp | 134.58%-108.3pp | 28.51%-2.2pp |
| Employer contribution / active EE | $1,368 | $991+38.0% | $2,122-35.5% | $2,270-39.7% |
| Participant deferral / active EE | $3,786 | $2,517+50.4% | $3,373+12.2% | $3,740+1.2% |
| Admin fee / account holder | $122 | $521-76.6% | $5,960-98.0% | $513-76.2% |