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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 26 75 STATE STREET 24TH FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $16,537 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,812 |
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 | $52,753 | $73,102-27.8% | $123,552-57.3% | $56,287-6.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.15% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,121 | $2,977-62.3% | $4,628-75.8% | $2,111-46.9% |
| Participant deferral / active EE | $7,909 | $5,423+45.8% | $6,426+23.1% | $3,350+136.1% |
| Admin fee / account holder | $186 | $554-66.4% | $9,285-98.0% | $521-64.3% |