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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,418 | $84,487-17.8% | $125,339-44.6% | $66,914+3.7% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.5pp | 69.8%+28.1pp |
| Annual return | -16.57% | -8.39%-8.2pp | 572.05%-588.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,584 | $3,553-27.3% | $4,814-46.3% | $2,544+1.6% |
| Participant deferral / active EE | $5,057 | $6,781-25.4% | $7,446-32.1% | $4,237+19.4% |
| Admin fee / account holder | $117 | $685-83.0% | $10,010-98.8% | $593-80.3% |