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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,782 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $310 |
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 | $76,053 | $60,989+24.7% | $60,899+24.9% | $66,930+13.6% |
| Participation rate | 96.9% | 74.5%+22.5pp | 73.1%+23.8pp | 69.8%+27.1pp |
| Annual return | -13.58% | -9.60%-4.0pp | 16.92%-30.5pp | 1.57%-15.2pp |
| Employer contribution / active EE | $2,907 | $2,661+9.2% | $2,702+7.6% | $2,545+14.2% |
| Participant deferral / active EE | $4,784 | $3,615+32.4% | $3,817+25.3% | $4,238+12.9% |
| Admin fee / account holder | $64 | $338-81.2% | $3,225-98.0% | $593-89.3% |