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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,044 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,387 | $60,139-11.2% | $90,461-41.0% | $79,856-33.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.04% | 71.96%-52.9pp | 1294.76%-1275.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,997 | $2,069+141.6% | $3,264+53.1% | $2,471+102.2% |
| Participant deferral / active EE | $7,064 | $2,939+140.3% | $3,964+78.2% | $3,741+88.8% |
| Admin fee / account holder | $159 | $3,978-96.0% | $5,617-97.2% | $5,306-97.0% |