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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,274 |
LPL FINANCIAL3 years Service code 26 75 STATE STREET 24TH FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $3,885 |
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 | $86,051 | $98,766-12.9% | $149,730-42.5% | $79,852+7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.22% | 27.43%-8.2pp | 276.70%-257.5pp | 31.72%-12.5pp |
| Employer contribution / active EE | $2,107 | $3,217-34.5% | $4,645-54.6% | $2,471-14.7% |
| Participant deferral / active EE | $8,778 | $5,681+54.5% | $6,843+28.3% | $3,740+134.7% |
| Admin fee / account holder | $209 | $6,052-96.6% | $9,310-97.8% | $5,306-96.1% |