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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 28 · EIN 04-3046611 | Investment Management | $15,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,135 |
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 | $82,750 | $55,002+50.4% | $59,883+38.2% | $56,287+47.0% |
| Participation rate | 98.0% | 75.9%+22.1pp | 74.7%+23.3pp | 69.9%+28.2pp |
| Annual return | 13.17% | 1.13%+12.0pp | 3.46%+9.7pp | -9.96%+23.1pp |
| Employer contribution / active EE | $5,548 | $2,448+126.7% | $2,722+103.8% | $2,111+162.8% |
| Participant deferral / active EE | $3,952 | $3,121+26.6% | $3,402+16.2% | $3,350+18.0% |
| Admin fee / account holder | $64 | $236-73.1% | $3,591-98.2% | $521-87.8% |