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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 | $101,672+22.2% | $147,117-15.5% | $74,478+66.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.10% | 8757.83%-8741.7pp | 420.54%-404.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $10,693 | $3,813+180.4% | $4,932+116.8% | $2,626+307.2% |
| Participant deferral / active EE | $17,975 | $7,305+146.1% | $8,065+122.9% | $4,350+313.2% |
| Admin fee / account holder | $169 | $1,753-90.3% | $12,993-98.7% | $1,946-91.3% |