Filed January 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $147,552 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 16 · EIN 95-2834236 | Consulting | $65,486 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,204 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $48,070 | $37,039+29.8% | $147,618-67.4% | $59,188-18.8% |
| Participation rate | 72.0% | 63.8%+8.2pp | 84.6%-12.6pp | 69.4%+2.6pp |
| Annual return | 1.45% | 7.19%-5.7pp | 61.98%-60.5pp | 5.51%-4.1pp |
| Employer contribution / active EE | $2,133 | $1,353+57.6% | $5,564-61.7% | $2,098+1.7% |
| Participant deferral / active EE | $4,199 | $2,094+100.6% | $4,895-14.2% | $3,265+28.6% |
| Admin fee / account holder | $146 | $60+142.5% | $11,612-98.7% | $92+58.4% |