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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $29,358 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,958 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,751 | $65,246-43.7% | $98,716-62.8% | $67,986-45.9% |
| Participation rate | 84.4% | 51.4%+32.9pp | 69.3%+15.1pp | 57.2%+27.2pp |
| Annual return | 15.25% | 20.58%-5.3pp | 31.81%-16.6pp | 31.67%-16.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,021 | $2,594+16.5% | $4,048-25.4% | $3,358-10.0% |
| Admin fee / account holder | $230 | $4,561-94.9% | $8,703-97.4% | $3,203-92.8% |