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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,624 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,998 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,473 | $50,199-63.2% | $69,890-73.6% | $66,949-72.4% |
| Participation rate | 75.2% | 66.3%+8.8pp | 70.5%+4.7pp | 69.8%+5.3pp |
| Annual return | -15.15% | -13.85%-1.3pp | 190.84%-206.0pp | 1.57%-16.7pp |
| Employer contribution / active EE | $2,077 | $1,864+11.4% | $2,560-18.9% | $2,545-18.4% |
| Participant deferral / active EE | $4,305 | $3,112+38.3% | $3,848+11.9% | $4,239+1.6% |
| Admin fee / account holder | $161 | $600-73.2% | $6,267-97.4% | $594-73.0% |