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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,490 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,663 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,737 | $54,370-6.7% | $82,763-38.7% | $68,490-25.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.14% | -13.67%-4.5pp | 702.45%-720.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $5,475 | $2,219+146.7% | $3,008+82.0% | $2,597+110.8% |
| Participant deferral / active EE | $7,397 | $3,247+127.8% | $4,395+68.3% | $4,028+83.7% |
| Admin fee / account holder | $182 | $4,398-95.9% | $5,325-96.6% | $5,403-96.6% |