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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,492 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,058 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,484 | $58,234+9.0% | $81,783-22.4% | $80,874-21.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.32% | 41.70%-28.4pp | 775.05%-761.7pp | 35.62%-22.3pp |
| Employer contribution / active EE | $6,371 | $2,341+172.1% | $2,913+118.7% | $2,756+131.2% |
| Participant deferral / active EE | $8,271 | $3,283+151.9% | $4,320+91.4% | $4,297+92.5% |
| Admin fee / account holder | $214 | $4,982-95.7% | $7,380-97.1% | $6,935-96.9% |