See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,430 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $19,472 |
RAINER & COMPANY1+ years Service code 10 · EIN 23-2183936 | Accounting | $14,779 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,096 | $44,229-27.4% | $155,790-79.4% | $55,191-41.8% |
| Participation rate | 63.7% | 60.8%+2.9pp | 76.1%-12.4pp | 69.2%-5.5pp |
| Annual return | -1.08% | 0.37%-1.4pp | 71.54%-72.6pp | 10.78%-11.9pp |
| Employer contribution / active EE | $383 | $1,317-70.9% | $3,836-90.0% | $1,899-79.8% |
| Participant deferral / active EE | $1,708 | $2,851-40.1% | $4,797-64.4% | $3,046-43.9% |
| Admin fee / account holder | $230 | $86+166.6% | $7,478-96.9% | $91+153.1% |