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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,373 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,727 | $80,985-46.0% | $96,576-54.7% | $75,181-41.8% |
| Participation rate | 77.9% | 71.8%+6.1pp | 76.0%+1.9pp | 67.2%+10.7pp |
| Annual return | 26.19% | 27.05%-0.9pp | 25.87%+0.3pp | 160.69%-134.5pp |
| Employer contribution / active EE | $1,187 | $2,282-48.0% | $2,965-60.0% | $2,671-55.5% |
| Participant deferral / active EE | $1,936 | $3,929-50.7% | $4,851-60.1% | $4,126-53.1% |
| Admin fee / account holder | $233 | $6,719-96.5% | $8,253-97.2% | $5,650-95.9% |