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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.5+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,068 | $69,159+56.3% | $125,192-13.7% | $67,579+59.9% |
| Participation rate | 45.6% | 78.2%-32.6pp | 79.8%-34.2pp | 71.3%-25.7pp |
| Annual return | 23.93% | 27.12%-3.2pp | 43.79%-19.9pp | 378.56%-354.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,811 | $3,700-51.1% | $4,937-63.3% | $3,539-48.8% |
| Admin fee / account holder | $307 | $142+116.7% | $9,704-96.8% | $142+115.8% |