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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,492 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,058 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,484 | $58,275+8.9% | $81,844-22.4% | $80,935-21.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.32% | 41.82%-28.5pp | 778.87%-765.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $6,371 | $2,346+171.6% | $2,916+118.5% | $2,757+131.1% |
| Participant deferral / active EE | $8,271 | $3,285+151.7% | $4,323+91.3% | $4,299+92.4% |
| Admin fee / account holder | $214 | $4,749-95.5% | $7,355-97.1% | $6,924-96.9% |