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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $140,952 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 16 | Consulting | $26,676 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $240 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORP Service code 16 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $17,194 | $45,382-62.1% | $154,111-88.8% | $75,289-77.2% |
| Participation rate | 90.0% | 65.9%+24.1pp | 83.0%+7.0pp | 72.4%+17.6pp |
| Annual return | -4.16% | -0.47%-3.7pp | 735.18%-739.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $379 | $1,533-75.3% | $5,298-92.8% | $2,405-84.2% |
| Participant deferral / active EE | $2,491 | $2,384+4.5% | $5,081-51.0% | $3,739-33.4% |
| Admin fee / account holder | $57 | $89-36.2% | $13,411-99.6% | $102-44.3% |