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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,094 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,411 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,597 | $50,199+30.7% | $70,092-6.4% | $66,914-2.0% |
| Participation rate | 60.1% | 66.3%-6.2pp | 70.5%-10.3pp | 69.8%-9.7pp |
| Annual return | -18.80% | -13.85%-5.0pp | 190.73%-209.5pp | 1.58%-20.4pp |
| Employer contribution / active EE | $520 | $1,864-72.1% | $2,559-79.7% | $2,544-79.6% |
| Participant deferral / active EE | $3,842 | $3,112+23.4% | $3,849-0.2% | $4,237-9.3% |
| Admin fee / account holder | $316 | $600-47.3% | $6,267-95.0% | $593-46.7% |