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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,164 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,178 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,022 | $57,330-2.3% | $86,656-35.4% | $75,177-25.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.43% | 2675.40%-2656.0pp | 593.09%-573.7pp | 160.75%-141.3pp |
| Employer contribution / active EE | $5,511 | $2,316+137.9% | $3,025+82.1% | $2,671+106.3% |
| Participant deferral / active EE | $6,981 | $3,320+110.3% | $4,439+57.3% | $4,126+69.2% |
| Admin fee / account holder | $169 | $4,115-95.9% | $5,619-97.0% | $5,651-97.0% |