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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 | $101,539-73.3% | $147,041-81.5% | $74,400-63.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.83% | 8740.84%-8725.0pp | 419.21%-403.4pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $3,315 | $3,811-13.0% | $4,935-32.8% | $2,624+26.3% |
| Participant deferral / active EE | $7,963 | $7,304+9.0% | $8,071-1.3% | $4,348+83.1% |
| Admin fee / account holder | $174 | $1,749-90.1% | $13,006-98.7% | $1,944-91.1% |