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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $106,083 |
LPL FINANCIAL4+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $87,791 |
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 | $103,023 | $39,898+158.2% | $121,208-15.0% | $55,725+84.9% |
| Participation rate | 96.6% | 61.2%+35.4pp | 71.8%+24.9pp | 70.9%+25.8pp |
| Annual return | -6.24% | -0.96%-5.3pp | 16.93%-23.2pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,227 | $1,295+72.0% | $4,023-44.6% | $2,078+7.2% |
| Participant deferral / active EE | $8,089 | $2,439+231.7% | $3,345+141.8% | $3,356+141.1% |
| Admin fee / account holder | $257 | $95+170.5% | $5,020-94.9% | $115+123.4% |