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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $66,758 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,996 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,797 | $72,639-27.3% | $90,766-41.8% | $66,949-21.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.28% | -12.28%-3.0pp | -12.16%-3.1pp | 1.57%-16.9pp |
| Employer contribution / active EE | $6,131 | $2,369+158.8% | $2,922+109.8% | $2,545+140.9% |
| Participant deferral / active EE | $4,682 | $3,979+17.7% | $4,565+2.6% | $4,239+10.5% |
| Admin fee / account holder | $350 | $708-50.6% | $8,446-95.9% | $594-41.1% |