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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Service code 26 75 STATE STREET 24TH FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $24,103 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $14,515 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,391 | $84,482-13.1% | $125,363-41.5% | $66,930+9.7% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.1pp | 69.8%+28.6pp |
| Annual return | -18.98% | -8.49%-10.5pp | 572.15%-591.1pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,724 | $3,553-51.5% | $4,815-64.2% | $2,545-32.3% |
| Participant deferral / active EE | $9,067 | $6,782+33.7% | $7,447+21.7% | $4,238+113.9% |
| Admin fee / account holder | $201 | $685-70.6% | $10,005-98.0% | $593-66.1% |