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| Provider | Service type | Compensation |
|---|---|---|
LANE GORMAN TRUBITT, PLLC3 years Filed as: LANE HIPPLE WEALTH MGMT. GROUP Service code 26 155 E 3RD STREET · MOORESTOWN, NJ 08057 | Advisory (Participants) | $17,619 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,020 |
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 | $73,105 | $70,486+3.7% | $100,528-27.3% | $79,852-8.4% |
| Participation rate | 52.5% | 73.6%-21.1pp | 79.4%-26.9pp | 69.6%-17.1pp |
| Annual return | 16.22% | 21.90%-5.7pp | 30.90%-14.7pp | 31.72%-15.5pp |
| Employer contribution / active EE | $2,752 | $2,165+27.1% | $3,419-19.5% | $2,471+11.4% |
| Participant deferral / active EE | $4,275 | $5,182-17.5% | $6,271-31.8% | $3,740+14.3% |
| Admin fee / account holder | $191 | $4,480-95.7% | $8,084-97.6% | $5,306-96.4% |