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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,140 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 | Other Fees | $4,492 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,027 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 | Other Services | $1,001 |
MORNINGSTAR7 years Service code 27 | Advisory (Plan) | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,225 | $37,317-45.8% | $77,024-73.7% | $77,904-74.0% |
| Participation rate | 4.5% | 46.9%-42.3pp | 67.9%-63.4pp | 73.7%-69.1pp |
| Annual return | -16.00% | -5.88%-10.1pp | 42.32%-58.3pp | 12.21%-28.2pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $187 | $2,564-92.7% | $4,426-95.8% | $4,806-96.1% |
| Admin fee / account holder | $193 | $126+53.5% | $5,425-96.4% | $133+45.6% |