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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 | $51,184-66.3% | $66,439-74.0% | $86,983-80.1% |
| Participation rate | 77.6% | 68.5%+9.1pp | 74.5%+3.1pp | 69.5%+8.0pp |
| Annual return | 15.04% | 17.07%-2.0pp | 757.66%-742.6pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,407 | $2,023-30.5% | $2,637-46.7% | $2,584-45.6% |
| Participant deferral / active EE | $1,785 | $2,927-39.0% | $3,876-54.0% | $4,194-57.4% |
| Admin fee / account holder | $44 | $4,154-98.9% | $6,173-99.3% | $7,856-99.4% |