Filed July 15, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,593 |
LPL FINANCIAL3 years Service code 16 · EIN 04-3046611 | Consulting | $68,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,976 | $110,258-17.5% | $102,460-11.2% | $200,096-54.5% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.4pp |
| Annual return | 27.76% | 35.78%-8.0pp | 29.47%-1.7pp | 34.26%-6.5pp |
| Employer contribution / active EE | $3,270 | $3,605-9.3% | $3,025+8.1% | $3,038+7.6% |
| Participant deferral / active EE | $3,908 | $6,377-38.7% | $5,056-22.7% | $5,090-23.2% |
| Admin fee / account holder | $146 | $122+19.2% | $9,460-98.5% | $269-45.9% |