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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,594 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,158 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,509 | $86,949-24.7% | $102,460-36.1% | $80,959-19.1% |
| Participation rate | 72.6% | 72.4%+0.2pp | 76.5%-3.9pp | 67.7%+4.9pp |
| Annual return | 18.95% | 18.89%+0.1pp | 29.47%-10.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $1,319 | $2,370-44.3% | $3,025-56.4% | $2,757-52.2% |
| Participant deferral / active EE | $2,005 | $4,121-51.4% | $5,056-60.4% | $4,300-53.4% |
| Admin fee / account holder | $276 | $8,048-96.6% | $9,460-97.1% | $6,925-96.0% |