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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,473 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,670 | $91,439-54.4% | $135,974-69.4% | $71,511-41.7% |
| Participation rate | 86.0% | 75.7%+10.4pp | 81.9%+4.1pp | 67.9%+18.1pp |
| Annual return | 18.58% | 29.90%-11.3pp | 68.30%-49.7pp | 28.86%-10.3pp |
| Employer contribution / active EE | $2,021 | $3,705-45.4% | $4,859-58.4% | $2,589-21.9% |
| Participant deferral / active EE | $4,949 | $7,093-30.2% | $7,760-36.2% | $4,291+15.3% |
| Admin fee / account holder | $109 | $1,267-91.4% | $10,767-99.0% | $1,588-93.1% |