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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $12,178 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $7,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,208 | $61,166-55.5% | $185,837-85.4% | $79,393-65.7% |
| Participation rate | 34.7% | 66.6%-31.9pp | 81.7%-47.0pp | 70.7%-36.0pp |
| Annual return | 13.69% | 19.45%-5.8pp | 122.08%-108.4pp | 116.87%-103.2pp |
| Employer contribution / active EE | $502 | $2,321-78.4% | $5,168-90.3% | $2,428-79.3% |
| Participant deferral / active EE | $1,602 | $2,789-42.6% | $5,568-71.2% | $4,046-60.4% |
| Admin fee / account holder | $221 | $710-68.9% | $16,241-98.6% | $627-64.7% |