Filed August 23, 2019 (most recent of 2 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $19,612 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,020 | $132,049-43.2% | $200,582-62.6% | $74,304+1.0% |
| Participation rate | 94.6% | 84.1%+10.5pp | 86.9%+7.7pp | 60.3%+34.3pp |
| Annual return | 16.83% | 22.22%-5.4pp | 42.33%-25.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $3,157 | $4,558-30.7% | $6,419-50.8% | $2,241+40.8% |
| Participant deferral / active EE | $5,858 | $7,213-18.8% | $9,331-37.2% | $3,767+55.5% |
| Admin fee / account holder | $103 | $2,405-95.7% | $16,305-99.4% | $2,969-96.5% |