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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,017 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,774 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,709 | $54,121-72.8% | $134,155-89.0% | $73,412-80.0% |
| Participation rate | 96.5% | 64.4%+32.2pp | 72.2%+24.4pp | 72.2%+24.4pp |
| Annual return | 38.67% | -312.52%+351.2pp | 36.34%+2.3pp | 59.30%-20.6pp |
| Employer contribution / active EE | $907 | $1,402-35.3% | $3,705-75.5% | $2,234-59.4% |
| Participant deferral / active EE | $2,981 | $2,844+4.8% | $3,500-14.8% | $3,806-21.7% |
| Admin fee / account holder | $85 | $132-35.9% | $6,685-98.7% | $158-46.3% |