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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,421 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,898 | $65,434-6.9% | $98,483-38.2% | $85,847-29.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.76% | 21.75%-6.0pp | 1494.38%-1478.6pp | 318.61%-302.8pp |
| Employer contribution / active EE | $5,271 | $2,169+143.0% | $2,961+78.0% | $2,565+105.5% |
| Participant deferral / active EE | $7,328 | $3,168+131.3% | $4,276+71.4% | $3,952+85.4% |
| Admin fee / account holder | $163 | $4,595-96.5% | $5,953-97.3% | $6,261-97.4% |