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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY2+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $92,324 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 59 · EIN 95-2834236 | Shareholder Servicing | $48,957 |
NATIONAL FINANCIAL SERVICES2+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $7,415 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,164 | $36,916+193.0% | $156,551-30.9% | $57,658+87.6% |
| Participation rate | 97.8% | 63.4%+34.4pp | 84.0%+13.8pp | 70.2%+27.6pp |
| Annual return | 7.35% | 12.38%-5.0pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $5,538 | $1,571+252.6% | $5,501+0.7% | $1,974+180.6% |
| Participant deferral / active EE | $4,647 | $1,926+141.3% | $4,871-4.6% | $3,061+51.8% |
| Admin fee / account holder | $149 | $82+80.7% | $13,028-98.9% | $95+57.7% |