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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,556 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,271 | $47,479-63.6% | $62,929-72.6% | $82,448-79.1% |
| Participation rate | 77.6% | 66.9%+10.7pp | 73.1%+4.4pp | 68.1%+9.5pp |
| Annual return | 15.04% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,407 | $1,885-25.4% | $2,505-43.8% | $2,551-44.9% |
| Participant deferral / active EE | $1,785 | $2,870-37.8% | $3,888-54.1% | $4,139-56.9% |
| Admin fee / account holder | $44 | $3,804-98.8% | $5,065-99.1% | $7,234-99.4% |