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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,719 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,819 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,982 | $87,870+12.6% | $113,168-12.5% | $74,304+33.2% |
| Participation rate | 84.0% | 70.7%+13.3pp | 76.6%+7.5pp | 60.3%+23.7pp |
| Annual return | 6.93% | 26.44%-19.5pp | 24.27%-17.3pp | 29.43%-22.5pp |
| Employer contribution / active EE | $1,703 | $2,277-25.2% | $2,975-42.7% | $2,241-24.0% |
| Participant deferral / active EE | $3,140 | $4,241-26.0% | $5,107-38.5% | $3,767-16.7% |
| Admin fee / account holder | $211 | $3,368-93.7% | $12,068-98.3% | $2,969-92.9% |