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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $12,575 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,245 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,514 | $59,834-8.9% | $79,576-31.5% | $68,495-20.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.47% | -12.30%-6.2pp | 0.15%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,409 | $1,505+126.5% | $2,413+41.3% | $2,596+31.3% |
| Participant deferral / active EE | $3,338 | $3,024+10.4% | $3,985-16.2% | $4,028-17.1% |
| Admin fee / account holder | $245 | $4,835-94.9% | $6,834-96.4% | $5,403-95.5% |