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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $47,263 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,855 | $34,634-22.5% | $77,100-65.2% | $64,824-58.6% |
| Participation rate | 53.2% | 49.8%+3.4pp | 67.9%-14.7pp | 71.5%-18.3pp |
| Annual return | -14.86% | -5.31%-9.5pp | 42.35%-57.2pp | 32.84%-47.7pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $6,731 | $2,553+163.6% | $4,430+51.9% | $4,311+56.1% |
| Admin fee / account holder | $200 | $178+12.3% | $5,443-96.3% | $188+6.6% |