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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 | $64,010-42.6% | $108,359-66.1% | $64,340-42.9% |
| Participation rate | 84.4% | 49.4%+35.0pp | 70.1%+14.3pp | 55.2%+29.1pp |
| Annual return | 15.25% | 19.74%-4.5pp | 36.89%-21.6pp | 24.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,021 | $2,395+26.1% | $4,137-27.0% | $2,980+1.4% |
| Admin fee / account holder | $230 | $4,885-95.3% | $9,741-97.6% | $3,703-93.8% |