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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,322 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,910 | $55,423-65.9% | $155,602-87.8% | $74,400-74.6% |
| Participation rate | 46.2% | 61.9%-15.7pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 17.38% | 269.07%-251.7pp | 64.81%-47.4pp | 1367.51%-1350.1pp |
| Employer contribution / active EE | $625 | $2,266-72.4% | $4,675-86.6% | $2,624-76.2% |
| Participant deferral / active EE | $2,865 | $2,835+1.1% | $5,629-49.1% | $4,348-34.1% |
| Admin fee / account holder | $272 | $1,744-84.4% | $15,923-98.3% | $1,944-86.0% |