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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,324 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,040 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,156 | $101,672-64.4% | $147,117-75.4% | $74,478-51.5% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 21.05% | 8757.83%-8736.8pp | 420.54%-399.5pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $3,272 | $3,813-14.2% | $4,932-33.7% | $2,626+24.6% |
| Participant deferral / active EE | $6,211 | $7,305-15.0% | $8,065-23.0% | $4,350+42.8% |
| Admin fee / account holder | $132 | $1,753-92.5% | $12,993-99.0% | $1,946-93.2% |