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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,184 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,327 |
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 | $36,070 | $48,078-25.0% | $78,676-54.2% | $62,881-42.6% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.3pp | 69.3%+28.5pp |
| Annual return | 9.10% | 31.36%-22.3pp | 62.19%-53.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,373 | $2,015+117.1% | $2,850+53.4% | $2,281+91.7% |
| Participant deferral / active EE | $4,782 | $2,587+84.8% | $3,517+36.0% | $3,203+49.3% |
| Admin fee / account holder | $174 | $3,206-94.6% | $4,510-96.2% | $4,296-96.0% |