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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 | $101,591-64.4% | $147,096-75.4% | $74,429-51.4% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 21.05% | 8746.45%-8725.4pp | 419.75%-398.7pp | 1368.38%-1347.3pp |
| Employer contribution / active EE | $3,272 | $3,813-14.2% | $4,936-33.7% | $2,625+24.6% |
| Participant deferral / active EE | $6,211 | $7,302-14.9% | $8,071-23.0% | $4,348+42.8% |
| Admin fee / account holder | $132 | $1,750-92.4% | $13,005-99.0% | $1,944-93.2% |