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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,225 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,998 |
Form 5500 reported that benefits due were not provided when due.
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 | $39,699 | $45,152-12.1% | $73,836-46.2% | $59,633-33.4% |
| Participation rate | 94.7% | 64.0%+30.7pp | 73.4%+21.3pp | 68.7%+26.1pp |
| Annual return | -1.25% | 27.40%-28.7pp | 2268.06%-2269.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $5,140 | $1,901+170.3% | $2,787+84.4% | $2,203+133.3% |
| Participant deferral / active EE | $5,960 | $2,573+131.6% | $3,583+66.3% | $3,192+86.7% |
| Admin fee / account holder | $196 | $3,515-94.4% | $4,882-96.0% | $4,297-95.4% |