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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,738 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,043 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,319 | $71,878-48.1% | $86,698-57.0% | $68,486-45.5% |
| Participation rate | 76.5% | 72.2%+4.2pp | 76.6%-0.1pp | 67.9%+8.6pp |
| Annual return | -21.55% | 3.53%-25.1pp | 35.95%-57.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,297 | $2,173-40.3% | $2,837-54.3% | $2,597-50.0% |
| Participant deferral / active EE | $2,125 | $3,779-43.8% | $4,656-54.4% | $4,028-47.2% |
| Admin fee / account holder | $241 | $6,113-96.1% | $7,493-96.8% | $5,404-95.5% |