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| Provider | Service type | Compensation |
|---|---|---|
LANE GORMAN TRUBITT, PLLC5 years Filed as: LANE HIPPLE WEALTH MGMT. GROUP Service code 26 155 E 3RD STREET · MOORESTOWN, NJ 08057 | Advisory (Participants) | $24,079 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,442 | $58,320+22.5% | $86,439-17.3% | $66,930+6.7% |
| Participation rate | 51.8% | 78.6%-26.8pp | 80.3%-28.5pp | 69.8%-18.0pp |
| Annual return | -18.01% | -9.71%-8.3pp | 4395.55%-4413.6pp | 1.57%-19.6pp |
| Employer contribution / active EE | $2,947 | $2,615+12.7% | $3,769-21.8% | $2,545+15.8% |
| Participant deferral / active EE | $4,645 | $6,899-32.7% | $6,952-33.2% | $4,238+9.6% |
| Admin fee / account holder | $226 | $546-58.7% | $6,732-96.6% | $593-62.0% |