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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $46,081 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,249 |
Filed as: OLSEN THIELEN AND CO. LTD Service code 10 2675 LONG LAKE RD · ROSEVILLE, MN 55113 | Accounting | $10,200 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $130 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Direct payment from the plan; Shareho... | $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 | $157,085 | $46,173+240.2% | $170,435-7.8% | $69,631+125.6% |
| Participation rate | 93.5% | 63.9%+29.6pp | 83.6%+9.9pp | 70.7%+22.8pp |
| Annual return | 39.89% | 21.62%+18.3pp | 205.94%-166.0pp | 27571.02%-27531.1pp |
| Employer contribution / active EE | $2,873 | $1,610+78.5% | $5,432-47.1% | $2,032+41.4% |
| Participant deferral / active EE | $4,936 | $2,080+137.3% | $4,939-0.1% | $3,224+53.1% |
| Admin fee / account holder | $197 | $116+69.9% | $13,881-98.6% | $110+78.3% |