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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,498 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,123 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,800 | $101,672-49.1% | $147,117-64.8% | $74,478-30.4% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 18.85% | 8757.83%-8739.0pp | 420.54%-401.7pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $4,707 | $3,813+23.4% | $4,932-4.6% | $2,626+79.2% |
| Participant deferral / active EE | $5,550 | $7,305-24.0% | $8,065-31.2% | $4,350+27.6% |
| Admin fee / account holder | $133 | $1,753-92.4% | $12,993-99.0% | $1,946-93.1% |