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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $10,498 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,611 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $1,110 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,613 | $47,205-43.6% | $61,491-56.7% | $66,938-60.2% |
| Participation rate | 46.2% | 64.2%-18.0pp | 79.3%-33.1pp | 69.8%-23.6pp |
| Annual return | -17.06% | -17.16%+0.1pp | -12.98%-4.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,350 | $2,885-53.2% | $4,246-68.2% | $2,545-47.0% |
| Participant deferral / active EE | $2,136 | $3,114-31.4% | $5,188-58.8% | $4,238-49.6% |
| Admin fee / account holder | $180 | $471-61.8% | $4,312-95.8% | $594-69.7% |