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 FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,846 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $9,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $97,081 | $57,108+70.0% | $94,229+3.0% | $52,331+85.5% |
| Participation rate | 41.6% | 72.9%-31.3pp | 78.8%-37.1pp | 68.1%-26.5pp |
| Annual return | 0.89% | 1.47%-0.6pp | 10.68%-9.8pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,390 | $3,040-54.3% | $4,320-67.8% | $3,022-54.0% |
| Admin fee / account holder | $278 | $546-49.0% | $6,269-95.6% | $592-52.9% |