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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $43,060 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,115 |
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 | $176,479 | $89,652+96.8% | $141,197+25.0% | $65,186+170.7% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.5%+8.7pp | 70.2%+21.0pp |
| Annual return | 25.06% | 32.79%-7.7pp | 71.41%-46.3pp | 29.39%-4.3pp |
| Employer contribution / active EE | $2,760 | $3,065-9.9% | $4,736-41.7% | $2,177+26.8% |
| Participant deferral / active EE | $7,630 | $5,691+34.1% | $6,710+13.7% | $3,514+117.1% |
| Admin fee / account holder | $253 | $569-55.6% | $10,265-97.5% | $847-70.2% |