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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 | $56,438-48.4% | $76,902-62.1% | $71,529-59.3% |
| Participation rate | 79.5% | 64.3%+15.2pp | 69.6%+9.9pp | 67.9%+11.5pp |
| Annual return | 30.79% | 19.05%+11.7pp | 37.91%-7.1pp | 28.97%+1.8pp |
| Employer contribution / active EE | $3,239 | $1,864+73.8% | $2,534+27.8% | $2,590+25.1% |
| Participant deferral / active EE | $5,876 | $3,136+87.3% | $3,833+53.3% | $4,291+36.9% |
| Admin fee / account holder | $192 | $1,430-86.6% | $5,479-96.5% | $1,588-87.9% |