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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY3+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $145,310 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 59 · EIN 95-2834236 | Shareholder Servicing | $44,218 |
NATIONAL FINANCIAL SERVICES3+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $11,598 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,837 | $46,173+192.0% | $170,435-20.9% | $69,631+93.6% |
| Participation rate | 93.9% | 63.9%+30.0pp | 83.6%+10.3pp | 70.7%+23.3pp |
| Annual return | 19.55% | 21.62%-2.1pp | 205.94%-186.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $5,854 | $1,610+263.7% | $5,432+7.8% | $2,032+188.1% |
| Participant deferral / active EE | $4,789 | $2,080+130.2% | $4,939-3.0% | $3,224+48.6% |
| Admin fee / account holder | $163 | $116+40.5% | $13,881-98.8% | $110+47.6% |