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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,299 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,447 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,738 | $65,376-42.3% | $87,100-56.7% | $65,185-42.1% |
| Participation rate | 75.0% | 75.3%-0.3pp | 76.9%-1.9pp | 70.2%+4.8pp |
| Annual return | 27.43% | 31.27%-3.8pp | 28.19%-0.8pp | 29.38%-2.0pp |
| Employer contribution / active EE | $988 | $1,822-45.8% | $2,521-60.8% | $2,177-54.6% |
| Participant deferral / active EE | $1,609 | $3,388-52.5% | $4,049-60.3% | $3,514-54.2% |
| Admin fee / account holder | $223 | $520-57.1% | $7,497-97.0% | $847-73.7% |