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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LANE HIPPLE WEALTH MGMT. GROUP Service code 26 155 E 3RD STREET · MOORESTOWN, NJ 08057 | Advisory (Participants) | $15,327 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $2,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,065 | $58,587-9.4% | $83,322-36.3% | $64,173-17.3% |
| Participation rate | 53.7% | 72.0%-18.3pp | 77.8%-24.1pp | 69.6%-15.9pp |
| Annual return | -3.32% | 9.65%-13.0pp | 10.64%-14.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,421 | $2,098+15.4% | $3,379-28.4% | $2,381+1.7% |
| Participant deferral / active EE | $3,693 | $4,654-20.7% | $5,565-33.6% | $3,470+6.4% |
| Admin fee / account holder | $181 | $9,279-98.0% | $7,540-97.6% | $4,887-96.3% |