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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $82,292 | $63,924+28.7% | $108,582-24.2% | $55,167+49.2% |
| Participation rate | 61.8% | 74.3%-12.6pp | 79.6%-17.8pp | 69.0%-7.2pp |
| Annual return | 8.07% | 15.31%-7.2pp | -51.70%+59.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,890 | $3,067-38.4% | $4,311-56.2% | $3,054-38.1% |
| Admin fee / account holder | $265 | $618-57.0% | $7,645-96.5% | $504-47.3% |