Filed February 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,218 |
LPL FINANCIAL2 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $13,610 |
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.
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 | $13,436 | $37,196-63.9% | $154,108-91.3% | $55,725-75.9% |
| Participation rate | 24.8% | 64.1%-39.3pp | 83.0%-58.2pp | 70.9%-46.1pp |
| Annual return | -0.31% | 1319.68%-1320.0pp | 735.21%-735.5pp | 244.93%-245.2pp |
| Employer contribution / active EE | $106 | $1,614-93.4% | $5,298-98.0% | $2,078-94.9% |
| Participant deferral / active EE | $811 | $2,068-60.8% | $5,081-84.0% | $3,356-75.8% |
| Admin fee / account holder | $189 | $102+86.5% | $13,411-98.6% | $115+64.5% |