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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $25,827 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,222 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,021 | $59,467-37.7% | $93,727-60.5% | $74,478-50.3% |
| Participation rate | 82.1% | 59.6%+22.5pp | 68.7%+13.4pp | 67.2%+14.9pp |
| Annual return | 26.54% | 82.14%-55.6pp | 133.83%-107.3pp | 1370.56%-1344.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,709 | $3,052-11.2% | $4,417-38.7% | $4,350-37.7% |
| Admin fee / account holder | $222 | $3,028-92.7% | $8,292-97.3% | $1,946-88.6% |