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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $25,000 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $14,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,449 | $101,672+1.7% | $147,117-29.7% | $74,478+38.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.85% | 8757.83%-8740.0pp | 420.54%-402.7pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $2,913 | $3,813-23.6% | $4,932-40.9% | $2,626+10.9% |
| Participant deferral / active EE | $9,971 | $7,305+36.5% | $8,065+23.6% | $4,350+129.2% |
| Admin fee / account holder | $198 | $1,753-88.7% | $12,993-98.5% | $1,946-89.8% |