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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,090 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,028 |
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 | $46,131 | $53,127-13.2% | $86,587-46.7% | $70,131-34.2% |
| Participation rate | 99.0% | 65.3%+33.7pp | 73.5%+25.4pp | 69.5%+29.4pp |
| Annual return | 29.80% | 27.66%+2.1pp | 964.86%-935.1pp | 73.14%-43.3pp |
| Employer contribution / active EE | $4,657 | $2,068+125.2% | $2,839+64.0% | $2,342+98.8% |
| Participant deferral / active EE | $5,054 | $2,696+87.5% | $3,609+40.1% | $3,332+51.7% |
| Admin fee / account holder | $164 | $3,585-95.4% | $4,906-96.7% | $4,645-96.5% |