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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 26 75 STATE STREET 24TH FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $18,119 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,280 |
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 | $70,896 | $89,652-20.9% | $141,177-49.8% | $65,185+8.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 28.56% | 32.79%-4.2pp | 71.40%-42.8pp | 29.38%-0.8pp |
| Employer contribution / active EE | $950 | $3,065-69.0% | $4,736-79.9% | $2,177-56.4% |
| Participant deferral / active EE | $8,240 | $5,691+44.8% | $6,710+22.8% | $3,514+134.5% |
| Admin fee / account holder | $187 | $569-67.0% | $10,263-98.2% | $847-77.9% |