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| Provider | Service type | Compensation |
|---|---|---|
LANE GORMAN TRUBITT, PLLC2 years Filed as: LANE HIPPLE WEALTH MGMT. GROUP Service code 26 155 E 3RD STREET · MOORESTOWN, NJ 08057 | Advisory (Participants) | $16,233 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,765 |
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 | $67,758 | $63,355+6.9% | $91,994-26.3% | $72,983-7.2% |
| Participation rate | 54.8% | 72.5%-17.8pp | 78.6%-23.9pp | 69.5%-14.7pp |
| Annual return | 26.01% | 35.35%-9.3pp | 69.03%-43.0pp | 81.01%-55.0pp |
| Employer contribution / active EE | $2,546 | $2,116+20.4% | $3,452-26.2% | $2,440+4.4% |
| Participant deferral / active EE | $3,912 | $4,883-19.9% | $5,923-34.0% | $3,608+8.4% |
| Admin fee / account holder | $182 | $4,668-96.1% | $7,743-97.7% | $5,124-96.5% |