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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,430 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 years 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 | $55,179 | $59,804-7.7% | $81,982-32.7% | $79,856-30.9% |
| Participation rate | 95.6% | 61.6%+34.0pp | 69.3%+26.3pp | 69.6%+25.9pp |
| Annual return | 12.23% | 17.56%-5.3pp | 41.31%-29.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,206 | $1,713+28.7% | $2,498-11.7% | $2,471-10.7% |
| Participant deferral / active EE | $3,750 | $2,695+39.1% | $3,722+0.7% | $3,741+0.2% |
| Admin fee / account holder | $12 | $4,288-99.7% | $5,665-99.8% | $5,306-99.8% |