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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 194822600 | Recordkeeping | $2,040 |
Service code 14 · EIN 26-3148951 111 N POST STREET · SPOKANE, WA 99201 | Plan Administrator | $1,950 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 1055 LPL WAY · FORT MILL, SC 29715 | Advisory (Plan) | $976 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,418 | $59,159-92.5% | $159,960-97.2% | $66,914-93.4% |
| Participation rate | 77.9% | 68.1%+9.8pp | 78.0%-0.1pp | 69.8%+8.1pp |
| Annual return | -22.46% | -12.26%-10.2pp | 408.60%-431.1pp | 1.58%-24.0pp |
| Employer contribution / active EE | $1,886 | $1,983-4.9% | $4,226-55.4% | $2,544-25.9% |
| Participant deferral / active EE | $2,141 | $4,395-51.3% | $6,182-65.4% | $4,237-49.5% |
| Admin fee / account holder | $13 | $591-97.9% | $8,698-99.9% | $593-97.9% |