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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $47,733 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,435 |
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 | $212,977 | $99,957+113.1% | $149,745+42.2% | $73,497+189.8% |
| Participation rate | 90.0% | 75.7%+14.3pp | 82.5%+7.5pp | 70.7%+19.3pp |
| Annual return | 19.04% | 53.87%-34.8pp | 276.72%-257.7pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,336 | $3,191-58.1% | $4,646-71.2% | $2,270-41.1% |
| Participant deferral / active EE | $9,594 | $6,073+58.0% | $6,843+40.2% | $3,740+156.5% |
| Admin fee / account holder | $293 | $551-46.9% | $9,312-96.9% | $513-43.0% |