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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 | $62,146-30.3% | $81,438-46.8% | $74,546-41.9% |
| Participation rate | 82.5% | 64.1%+18.4pp | 69.5%+13.0pp | 67.2%+15.3pp |
| Annual return | 37.31% | 16.49%+20.8pp | 24.74%+12.6pp | 1366.03%-1328.7pp |
| Employer contribution / active EE | $3,702 | $1,883+96.6% | $2,460+50.5% | $2,624+41.1% |
| Participant deferral / active EE | $6,666 | $3,229+106.4% | $3,883+71.7% | $4,347+53.3% |
| Admin fee / account holder | $211 | $1,922-89.0% | $5,764-96.3% | $1,944-89.1% |