Filed February 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,620 |
LPL FINANCIAL3 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $14,649 |
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.
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 | $17,173 | $62,928-72.7% | $172,739-90.1% | $67,579-74.6% |
| Participation rate | 23.0% | 64.5%-41.5pp | 82.6%-59.7pp | 71.3%-48.3pp |
| Annual return | 25.90% | 30.36%-4.5pp | 802.84%-776.9pp | 378.56%-352.7pp |
| Employer contribution / active EE | $113 | $1,636-93.1% | $5,143-97.8% | $2,148-94.7% |
| Participant deferral / active EE | $833 | $2,145-61.1% | $5,198-84.0% | $3,539-76.5% |
| Admin fee / account holder | $199 | $167+19.6% | $13,954-98.6% | $142+40.0% |