Filed April 14, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,307 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,186 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,786 | $89,652-1.0% | $141,191-37.1% | $65,185+36.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.29% | 32.79%-10.5pp | 71.41%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $10,501 | $3,065+242.6% | $4,736+121.7% | $2,177+382.4% |
| Participant deferral / active EE | $4,539 | $5,691-20.2% | $6,710-32.4% | $3,514+29.2% |
| Admin fee / account holder | $130 | $569-77.1% | $10,264-98.7% | $847-84.6% |