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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,930 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,695 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,026 | $49,177-14.5% | $79,467-47.1% | $64,173-34.5% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.3pp |
| Annual return | -8.22% | -1.16%-7.1pp | 718.30%-726.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $5,181 | $2,076+149.5% | $2,800+85.0% | $2,381+117.6% |
| Participant deferral / active EE | $6,247 | $2,821+121.4% | $3,704+68.7% | $3,470+80.0% |
| Admin fee / account holder | $175 | $3,839-95.4% | $5,104-96.6% | $4,887-96.4% |