Filed April 14, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $10,573 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,622 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,106 | $80,753-3.3% | $136,294-42.7% | $62,292+25.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.18% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $8,143 | $2,884+182.4% | $4,695+73.4% | $2,042+298.7% |
| Participant deferral / active EE | $4,633 | $5,164-10.3% | $6,247-25.8% | $3,169+46.2% |
| Admin fee / account holder | $99 | $525-81.1% | $9,243-98.9% | $479-79.3% |