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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 33 · EIN 04-3046611 | Securities brokerage | $13,654 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,322 |
TRINITY PENSION GROUP, LLC2 years Service code 13 · EIN 20-0235252 | Contract Administrator | $1,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,761 | $61,166+149.7% | $185,849-17.8% | $79,391+92.4% |
| Participation rate | 92.5% | 66.6%+25.9pp | 81.7%+10.8pp | 70.7%+21.8pp |
| Annual return | 3.80% | 19.45%-15.6pp | 122.10%-118.3pp | 116.88%-113.1pp |
| Employer contribution / active EE | $3,658 | $2,321+57.6% | $5,169-29.2% | $2,428+50.7% |
| Participant deferral / active EE | $1,817 | $2,789-34.8% | $5,569-67.4% | $4,046-55.1% |
| Admin fee / account holder | $120 | $710-83.0% | $16,244-99.3% | $627-80.8% |