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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 99 · EIN 01-3046611 | Other Fees | $16,419 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,070 |
Service code 13 88 BOYD AVE · E PROVIDENCE, RI 02914 | Contract Administrator | $9,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,450 | $86,655-42.9% | $119,608-58.7% | $66,930-26.1% |
| Participation rate | 49.0% | 75.6%-26.6pp | 79.3%-30.3pp | 69.8%-20.8pp |
| Annual return | -12.46% | -8.00%-4.5pp | -14.98%+2.5pp | 1.57%-14.0pp |
| Employer contribution / active EE | $617 | $2,536-75.7% | $4,232-85.4% | $2,545-75.8% |
| Participant deferral / active EE | $3,125 | $4,358-28.3% | $5,601-44.2% | $4,238-26.3% |
| Admin fee / account holder | $262 | $755-65.3% | $10,326-97.5% | $593-55.9% |