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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $11,673 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $880 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,237 | $84,482-46.5% | $125,363-63.9% | $66,930-32.4% |
| Participation rate | 92.3% | 76.4%+15.9pp | 82.4%+9.9pp | 69.8%+22.5pp |
| Annual return | -13.28% | -8.49%-4.8pp | 572.15%-585.4pp | 1.57%-14.9pp |
| Employer contribution / active EE | $4,457 | $3,553+25.5% | $4,815-7.4% | $2,545+75.2% |
| Participant deferral / active EE | $12,060 | $6,782+77.8% | $7,447+61.9% | $4,238+184.6% |
| Admin fee / account holder | $79 | $685-88.4% | $10,005-99.2% | $593-86.6% |