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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 33 · EIN 04-3046611 | Securities brokerage | $25,325 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,589 |
TRINITY PENSION GROUP, LLC3 years Service code 13 · EIN 20-0235252 | Contract Administrator | $1,400 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,899 | $65,125+111.7% | $143,797-4.1% | $66,949+106.0% |
| Participation rate | 88.6% | 65.2%+23.4pp | 80.3%+8.3pp | 69.8%+18.8pp |
| Annual return | -15.80% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $7,391 | $2,362+212.8% | $4,952+49.2% | $2,545+190.4% |
| Participant deferral / active EE | $5,180 | $2,920+77.4% | $5,638-8.1% | $4,239+22.2% |
| Admin fee / account holder | $261 | $503-48.0% | $14,679-98.2% | $594-56.0% |