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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,809 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,888 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,335 | $62,177-30.3% | $81,370-46.7% | $74,478-41.8% |
| Participation rate | 82.5% | 64.1%+18.4pp | 69.5%+12.9pp | 67.2%+15.2pp |
| Annual return | 37.31% | 16.62%+20.7pp | 24.85%+12.5pp | 1370.56%-1333.3pp |
| Employer contribution / active EE | $3,702 | $1,881+96.8% | $2,464+50.3% | $2,626+41.0% |
| Participant deferral / active EE | $6,666 | $3,219+107.1% | $3,885+71.6% | $4,350+53.2% |
| Admin fee / account holder | $211 | $1,927-89.0% | $5,749-96.3% | $1,946-89.2% |