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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,269 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,881 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,689 | $84,493-45.9% | $125,381-63.6% | $66,938-31.7% |
| Participation rate | 82.1% | 76.4%+5.6pp | 82.4%-0.3pp | 69.8%+12.2pp |
| Annual return | -18.02% | -8.49%-9.5pp | 572.31%-590.3pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,765 | $3,554-50.3% | $4,815-63.3% | $2,545-30.7% |
| Participant deferral / active EE | $5,512 | $6,783-18.7% | $7,448-26.0% | $4,238+30.1% |
| Admin fee / account holder | $138 | $685-79.8% | $10,007-98.6% | $594-76.7% |