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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $71,390 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP Service code 16 9785 TOWNE CENTER DR · SAN DIEGO, CA 92121 | Consulting | $14,278 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $165 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $14,839 | $37,039-59.9% | $147,617-89.9% | $59,188-74.9% |
| Participation rate | 87.5% | 63.8%+23.7pp | 84.6%+2.8pp | 69.4%+18.0pp |
| Annual return | -0.10% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $266 | $1,353-80.4% | $5,564-95.2% | $2,098-87.3% |
| Participant deferral / active EE | $1,958 | $2,094-6.5% | $4,895-60.0% | $3,265-40.0% |
| Admin fee / account holder | $33 | $60-44.6% | $11,612-99.7% | $92-63.9% |