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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $45,463 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,364 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,366 | $88,203-30.4% | $165,100-62.8% | $74,478-17.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.04% | 17.13%-4.1pp | 70.21%-57.2pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $3,291 | $2,601+26.6% | $4,348-24.3% | $2,626+25.3% |
| Participant deferral / active EE | $7,434 | $4,505+65.0% | $6,035+23.2% | $4,350+70.9% |
| Admin fee / account holder | $292 | $2,235-86.9% | $12,696-97.7% | $1,946-85.0% |