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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,135 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 1504 EUREKA ROAD · ROSEVILLE, CA 95661 | Other Services | $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 | $37,987 | $49,280-22.9% | $67,313-43.6% | $64,173-40.8% |
| Participation rate | 98.6% | 60.8%+37.8pp | 69.1%+29.5pp | 69.6%+29.0pp |
| Annual return | -6.81% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,113 | $1,668+26.6% | $2,566-17.7% | $2,381-11.3% |
| Participant deferral / active EE | $3,617 | $2,484+45.6% | $3,568+1.4% | $3,470+4.3% |
| Admin fee / account holder | $9 | $3,863-99.8% | $4,507-99.8% | $4,887-99.8% |