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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,367 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,641 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,152 | $101,653-73.3% | $147,080-81.5% | $74,459-63.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.83% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $3,315 | $3,813-13.1% | $4,933-32.8% | $2,626+26.2% |
| Participant deferral / active EE | $7,963 | $7,304+9.0% | $8,066-1.3% | $4,350+83.1% |
| Admin fee / account holder | $174 | $1,752-90.1% | $12,989-98.7% | $1,945-91.1% |