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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 64 · EIN 23-1945930 200 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping Fees | $3,707 |
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 PO BOX502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $160 |
WC ADMINISTRATORS, LLC1 year Filed as: WC ADMINISTRATORS,LLC Service code 14 · EIN 20-1663072 6995 UNION PARK CENTER #320 · MIDVALE, UT 84047 | Plan Administrator | $88 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,284 | $65,092-96.5% | $143,799-98.4% | $66,938-96.6% |
| Participation rate | 12.7% | 65.2%-52.5pp | 80.3%-67.6pp | 69.8%-57.1pp |
| Annual return | -36.52% | -11.14%-25.4pp | -0.04%-36.5pp | 1.58%-38.1pp |
| Employer contribution / active EE | $92 | $2,362-96.1% | $4,952-98.2% | $2,545-96.4% |
| Participant deferral / active EE | $231 | $2,920-92.1% | $5,638-95.9% | $4,238-94.6% |
| Admin fee / account holder | $116 | $502-76.8% | $14,677-99.2% | $594-80.4% |