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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.7+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,390 | $104,336-11.5% | $159,474-42.1% | $86,821+6.4% |
| Participation rate | 95.1% | 77.7%+17.4pp | 82.8%+12.3pp | 72.3%+22.8pp |
| Annual return | 20.00% | 26.32%-6.3pp | 263.68%-243.7pp | 97.94%-77.9pp |
| Employer contribution / active EE | $7,097 | $3,451+105.7% | $4,831+46.9% | $2,406+195.0% |
| Participant deferral / active EE | $11,884 | $6,837+73.8% | $7,353+61.6% | $4,132+187.6% |
| Admin fee / account holder | $112 | $172-34.8% | $10,802-99.0% | $170-33.8% |