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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $16,817 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,790 |
TFS ADVISORY SERVICES3+ years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $5,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,472 | $50,385+26.0% | $75,501-15.9% | $62,293+1.9% |
| Participation rate | 67.7% | 67.7%0pp | 72.4%-4.6pp | 69.5%-1.8pp |
| Annual return | 14.91% | 19.90%-5.0pp | 27.35%-12.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $434 | $1,537-71.8% | $2,352-81.6% | $2,042-78.8% |
| Participant deferral / active EE | $3,640 | $2,445+48.9% | $3,142+15.8% | $3,169+14.9% |
| Admin fee / account holder | $337 | $384-12.4% | $5,801-94.2% | $479-29.8% |