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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,960 |
LPL FINANCIAL8+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $22,178 |
ADP BROKER-DEALER8+ 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 | $29,819 | $54,717-45.5% | $86,216-65.4% | $71,511-58.3% |
| Participation rate | 83.0% | 60.1%+22.9pp | 69.0%+14.1pp | 67.9%+15.1pp |
| Annual return | 14.52% | 20.07%-5.5pp | 1169.42%-1154.9pp | 28.86%-14.3pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,451 | $3,110-21.2% | $3,986-38.5% | $4,291-42.9% |
| Admin fee / account holder | $213 | $1,922-88.9% | $6,853-96.9% | $1,588-86.6% |