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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $29,973 |
ARONSON LLC1+ years Service code 10 · EIN 37-1611326 | Accounting | $14,452 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,259 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,372 | $88,324+0.1% | $115,038-23.2% | $55,191+60.1% |
| Participation rate | 74.5% | 72.5%+2.0pp | 81.4%-6.8pp | 69.2%+5.4pp |
| Annual return | 0.99% | 6.30%-5.3pp | 26.14%-25.1pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,365 | $2,805-51.3% | $4,608-70.4% | $1,899-28.1% |
| Participant deferral / active EE | $6,462 | $5,042+28.1% | $6,026+7.2% | $3,046+112.1% |
| Admin fee / account holder | $18 | $105-82.8% | $8,175-99.8% | $91-80.1% |