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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 | $101,591+22.3% | $147,096-15.5% | $74,429+66.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.10% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $10,693 | $3,813+180.5% | $4,936+116.6% | $2,625+307.4% |
| Participant deferral / active EE | $17,975 | $7,302+146.2% | $8,071+122.7% | $4,348+313.4% |
| Admin fee / account holder | $169 | $1,750-90.3% | $13,005-98.7% | $1,944-91.3% |