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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $48,619 |
RETIRERIGHT LLC1 year Service code 16 2201 WESTOWN PARKWAY · WEST DES MOINES, IA 50265 | Consulting | $17,280 |
OLSEN THIELEN & CO., LTD.2 years Filed as: OLSEN THIELEN & CO., LTD Service code 10 2675 LONG LAKE RD · ROSEVILLE, MN 55113 | Accounting | $10,800 |
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $7,320 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,093 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $352 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Float revenue; ... | $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 | $167,580 | $62,928+166.3% | $172,755-3.0% | $67,579+148.0% |
| Participation rate | 94.3% | 64.5%+29.8pp | 82.6%+11.7pp | 71.3%+23.0pp |
| Annual return | 21.67% | 30.36%-8.7pp | 802.94%-781.3pp | 378.56%-356.9pp |
| Employer contribution / active EE | $2,894 | $1,636+76.9% | $5,144-43.7% | $2,148+34.8% |
| Participant deferral / active EE | $4,993 | $2,145+132.8% | $5,198-3.9% | $3,539+41.1% |
| Admin fee / account holder | $214 | $167+28.1% | $13,955-98.5% | $142+50.1% |