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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,581 | $78,419-41.9% | $133,971-66.0% | $73,412-37.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 16.55% | 33.35%-16.8pp | 45.09%-28.5pp | 59.30%-42.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,305 | $3,925-41.3% | $5,047-54.3% | $3,806-39.4% |
| Admin fee / account holder | $181 | $161+12.1% | $8,929-98.0% | $158+14.6% |