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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 | $50,554-65.8% | $67,681-74.5% | $87,485-80.3% |
| Participation rate | 77.6% | 67.7%+9.8pp | 73.7%+3.8pp | 68.9%+8.6pp |
| Annual return | 15.04% | 17.81%-2.8pp | 590.58%-575.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,407 | $1,988-29.3% | $2,678-47.5% | $2,596-45.8% |
| Participant deferral / active EE | $1,785 | $2,961-39.7% | $3,976-55.1% | $4,274-58.2% |
| Admin fee / account holder | $44 | $4,132-98.9% | $6,100-99.3% | $7,775-99.4% |