Filed February 11, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $22,201 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,925 |
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 | $22,994 | $47,135-51.2% | $149,717-84.6% | $74,440-69.1% |
| Participation rate | 29.7% | 63.4%-33.7pp | 78.8%-49.1pp | 70.7%-41.1pp |
| Annual return | 17.71% | 22.75%-5.0pp | 134.41%-116.7pp | 34.37%-16.7pp |
| Employer contribution / active EE | $173 | $1,906-90.9% | $4,820-96.4% | $2,638-93.5% |
| Participant deferral / active EE | $1,350 | $2,728-50.5% | $5,682-76.2% | $4,529-70.2% |
| Admin fee / account holder | $207 | $343-39.8% | $13,213-98.4% | $348-40.6% |