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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,842 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,744 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,269 | $54,573-18.9% | $90,970-51.3% | $73,497-39.8% |
| Participation rate | 83.0% | 61.2%+21.8pp | 69.0%+13.9pp | 70.7%+12.3pp |
| Annual return | 16.89% | 16.69%+0.2pp | 134.60%-117.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,048 | $991+5.7% | $2,122-50.6% | $2,270-53.8% |
| Participant deferral / active EE | $3,609 | $2,517+43.4% | $3,373+7.0% | $3,740-3.5% |
| Admin fee / account holder | $180 | $521-65.5% | $5,961-97.0% | $513-64.9% |