Filed April 14, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,811 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,577 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,418 | $84,493-17.8% | $125,381-44.6% | $66,938+3.7% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.5pp | 69.8%+28.1pp |
| Annual return | -16.57% | -8.49%-8.1pp | 572.31%-588.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,584 | $3,554-27.3% | $4,815-46.3% | $2,545+1.5% |
| Participant deferral / active EE | $5,057 | $6,783-25.4% | $7,448-32.1% | $4,238+19.3% |
| Admin fee / account holder | $117 | $685-83.0% | $10,007-98.8% | $594-80.3% |