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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,530 |
LPL FINANCIAL6 years Service code 15 · EIN 04-3046611 | Recordkeeping | $21,061 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,616 | $54,193-50.9% | $93,654-71.6% | $77,671-65.7% |
| Participation rate | 89.3% | 63.9%+25.4pp | 68.7%+20.6pp | 70.6%+18.7pp |
| Annual return | 17.87% | 30.54%-12.7pp | 133.34%-115.5pp | 31.21%-13.3pp |
| Employer contribution / active EE | $1,942 | $1,168+66.2% | $2,421-19.8% | $2,726-28.8% |
| Participant deferral / active EE | $3,662 | $3,144+16.5% | $4,413-17.0% | $4,648-21.2% |
| Admin fee / account holder | $209 | $576-63.6% | $8,282-97.5% | $430-51.3% |