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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $81,081 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $67,362 |
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 | $165,744 | $54,121+206.2% | $134,155+23.5% | $73,412+125.8% |
| Participation rate | 97.6% | 64.4%+33.3pp | 72.2%+25.4pp | 72.2%+25.5pp |
| Annual return | 13.22% | -312.52%+325.7pp | 36.34%-23.1pp | 59.30%-46.1pp |
| Employer contribution / active EE | $2,639 | $1,402+88.3% | $3,705-28.8% | $2,234+18.2% |
| Participant deferral / active EE | $10,592 | $2,844+272.4% | $3,500+202.7% | $3,806+178.3% |
| Admin fee / account holder | $226 | $132+70.6% | $6,685-96.6% | $158+43.0% |