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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,250 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $22,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,811 | $42,582-11.2% | $171,082-77.9% | $57,658-34.4% |
| Participation rate | 62.5% | 63.9%-1.5pp | 76.7%-14.2pp | 70.2%-7.8pp |
| Annual return | 2.84% | 308.67%-305.8pp | 32.56%-29.7pp | 5.13%-2.3pp |
| Employer contribution / active EE | $402 | $1,306-69.2% | $4,002-90.0% | $1,974-79.6% |
| Participant deferral / active EE | $1,833 | $2,933-37.5% | $4,797-61.8% | $3,061-40.1% |
| Admin fee / account holder | $207 | $82+151.7% | $8,520-97.6% | $95+119.2% |