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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY1+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $93,274 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 59 · EIN 95-2834236 | Shareholder Servicing | $47,272 |
NATIONAL FINANCIAL SERVICES1+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $6,133 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,115 | $37,117+164.3% | $147,617-33.5% | $55,191+77.8% |
| Participation rate | 96.5% | 63.6%+32.9pp | 84.6%+11.9pp | 69.2%+27.3pp |
| Annual return | -0.36% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $5,232 | $1,620+222.9% | $5,564-6.0% | $1,899+175.5% |
| Participant deferral / active EE | $4,579 | $1,985+130.6% | $4,895-6.5% | $3,046+50.3% |
| Admin fee / account holder | $140 | $86+63.5% | $11,612-98.8% | $91+54.1% |