Filed February 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $25,035 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,299 | $50,919-50.3% | $155,556-83.7% | $77,762-67.5% |
| Participation rate | 29.6% | 63.1%-33.5pp | 78.2%-48.6pp | 70.6%-41.0pp |
| Annual return | 20.05% | 34.84%-14.8pp | 64.84%-44.8pp | 31.27%-11.2pp |
| Employer contribution / active EE | $181 | $1,991-90.9% | $4,675-96.1% | $2,728-93.4% |
| Participant deferral / active EE | $1,381 | $2,824-51.1% | $5,631-75.5% | $4,651-70.3% |
| Admin fee / account holder | $201 | $437-54.0% | $15,885-98.7% | $433-53.6% |