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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.9+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,988 | $95,417+5.8% | $135,974-25.7% | $74,460+35.6% |
| Participation rate | 96.6% | 78.2%+18.3pp | 81.9%+14.6pp | 70.7%+25.8pp |
| Annual return | 22.74% | 32.76%-10.0pp | 68.30%-45.6pp | 34.38%-11.6pp |
| Employer contribution / active EE | $9,944 | $3,878+156.4% | $4,859+104.6% | $2,638+276.9% |
| Participant deferral / active EE | $16,979 | $7,789+118.0% | $7,760+118.8% | $4,530+274.8% |
| Admin fee / account holder | $144 | $266-45.8% | $10,767-98.7% | $348-58.5% |