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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $16,675 |
LPL FINANCIAL3+ years Service code 26 · EIN 04-3046611 P O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $15,717 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,067 | $55,446+13.7% | $155,574-59.5% | $74,429-15.3% |
| Participation rate | 79.1% | 61.9%+17.2pp | 78.2%+0.9pp | 67.2%+11.9pp |
| Annual return | 18.87% | 269.20%-250.3pp | 64.87%-46.0pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $2,927 | $2,266+29.2% | $4,676-37.4% | $2,625+11.5% |
| Participant deferral / active EE | $6,714 | $2,836+136.8% | $5,629+19.3% | $4,348+54.4% |
| Admin fee / account holder | $169 | $1,743-90.3% | $15,914-98.9% | $1,944-91.3% |