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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 | $54,213-50.9% | $93,696-71.6% | $77,736-65.8% |
| Participation rate | 89.3% | 64.0%+25.3pp | 68.7%+20.6pp | 70.6%+18.7pp |
| Annual return | 17.87% | 30.55%-12.7pp | 133.74%-115.9pp | 31.26%-13.4pp |
| Employer contribution / active EE | $1,942 | $1,168+66.2% | $2,422-19.8% | $2,728-28.8% |
| Participant deferral / active EE | $3,662 | $3,145+16.4% | $4,417-17.1% | $4,651-21.3% |
| Admin fee / account holder | $209 | $575-63.6% | $8,287-97.5% | $433-51.7% |