Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,556 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,948 |
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 | $47,497 | $54,763-13.3% | $90,324-47.4% | $72,976-34.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.01% | 30.63%-5.6pp | 78.15%-53.1pp | 81.02%-56.0pp |
| Employer contribution / active EE | $5,479 | $2,093+161.8% | $2,856+91.9% | $2,440+124.6% |
| Participant deferral / active EE | $7,113 | $2,887+146.4% | $3,885+83.1% | $3,608+97.2% |
| Admin fee / account holder | $174 | $3,973-95.6% | $5,356-96.8% | $5,124-96.6% |