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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,282 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,746 |
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 | $29,145 | $56,423-48.3% | $77,175-62.2% | $71,476-59.2% |
| Participation rate | 79.5% | 64.3%+15.2pp | 69.6%+9.9pp | 67.9%+11.5pp |
| Annual return | 30.79% | 19.05%+11.7pp | 37.88%-7.1pp | 28.85%+1.9pp |
| Employer contribution / active EE | $3,239 | $1,866+73.6% | $2,533+27.9% | $2,589+25.1% |
| Participant deferral / active EE | $5,876 | $3,142+87.0% | $3,832+53.3% | $4,290+37.0% |
| Admin fee / account holder | $192 | $1,429-86.6% | $5,474-96.5% | $1,587-87.9% |