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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
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 | $13,100 | $22,291-41.2% | $69,182-81.1% | $63,975-79.5% |
| Participation rate | 70.3% | 35.3%+35.0pp | 55.1%+15.2pp | 71.1%-0.9pp |
| Annual return | 8.42% | 9.30%-0.9pp | -21.93%+30.4pp | 48.65%-40.2pp |
| Employer contribution / active EE | $336 | $325+3.4% | $1,206-72.1% | $2,182-84.6% |
| Participant deferral / active EE | $1,108 | $808+37.2% | $1,897-41.6% | $3,356-67.0% |
| Admin fee / account holder | $20 | $73-72.4% | $2,697-99.3% | $70-71.4% |