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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 16 · EIN 04-3046611 | Consulting | $20,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,001 |
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 | $90,806 | $49,239+84.4% | $70,462+28.9% | $79,858+13.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.06% | 30.08%-17.0pp | 109.08%-96.0pp | 31.72%-18.7pp |
| Employer contribution / active EE | $7,089 | $2,100+237.5% | $2,737+159.0% | $2,471+186.9% |
| Participant deferral / active EE | $5,974 | $2,769+115.7% | $3,710+61.0% | $3,740+59.7% |
| Admin fee / account holder | $109 | $2,876-96.2% | $3,845-97.2% | $5,306-97.9% |