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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.10+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,249 | $101,499+22.4% | $147,005-15.5% | $74,546+66.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.10% | 8732.34%-8716.2pp | 418.76%-402.7pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $10,693 | $3,811+180.6% | $4,934+116.7% | $2,624+307.5% |
| Participant deferral / active EE | $17,975 | $7,304+146.1% | $8,070+122.8% | $4,347+313.5% |
| Admin fee / account holder | $169 | $1,748-90.3% | $13,006-98.7% | $1,944-91.3% |