Filed April 14, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,517 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,458 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,697 | $99,957+0.7% | $149,696-32.7% | $73,488+37.0% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 12.76% | 53.87%-41.1pp | 276.60%-263.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $806 | $3,191-74.7% | $4,644-82.6% | $2,270-64.5% |
| Participant deferral / active EE | $3,860 | $6,073-36.4% | $6,842-43.6% | $3,740+3.2% |
| Admin fee / account holder | $157 | $551-71.6% | $9,309-98.3% | $513-69.5% |