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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $81,636 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL SERVICES Service code 16 | Consulting | $28,215 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $328 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORP Service code 16 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $22,013 | $47,456-53.6% | $172,752-87.3% | $77,775-71.7% |
| Participation rate | 90.6% | 66.3%+24.3pp | 82.6%+7.9pp | 73.2%+17.4pp |
| Annual return | 19.59% | 35.57%-16.0pp | 802.97%-783.4pp | 32.58%-13.0pp |
| Employer contribution / active EE | $336 | $1,574-78.7% | $5,144-93.5% | $2,504-86.6% |
| Participant deferral / active EE | $2,653 | $2,560+3.7% | $5,198-49.0% | $3,966-33.1% |
| Admin fee / account holder | $34 | $81-57.4% | $13,955-99.8% | $100-65.6% |