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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,688 |
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $31,469 |
COMPASS 360, LLC3 years Filed as: COMPASS FINANCIAL PARTNERS Service code 50 3903 N. ELM ST · GREENSBORO, NC 27455 | Direct Payment | $31,084 |
MORNINGSTAR1 year Service code 27 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $4,659 |
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 | $90,709 | $65,223+39.1% | $80,022+13.4% | $55,725+62.8% |
| Participation rate | 96.1% | 80.6%+15.5pp | 75.8%+20.3pp | 70.9%+25.2pp |
| Annual return | -4.35% | 7.59%-11.9pp | 11.22%-15.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,242 | $2,544+27.4% | $2,468+31.3% | $2,078+56.0% |
| Participant deferral / active EE | $5,812 | $3,881+49.8% | $3,686+57.7% | $3,356+73.2% |
| Admin fee / account holder | $251 | $114+119.8% | $6,521-96.2% | $115+117.9% |