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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,027 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,337 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,830 | $50,902-65.0% | $155,534-88.5% | $77,736-77.1% |
| Participation rate | 12.0% | 63.1%-51.1pp | 78.2%-66.2pp | 70.6%-58.5pp |
| Annual return | 14.66% | 34.85%-20.2pp | 64.92%-50.3pp | 31.26%-16.6pp |
| Employer contribution / active EE | $236 | $1,991-88.1% | $4,675-94.9% | $2,728-91.3% |
| Participant deferral / active EE | $407 | $2,824-85.6% | $5,630-92.8% | $4,651-91.2% |
| Admin fee / account holder | $101 | $437-76.8% | $15,900-99.4% | $433-76.6% |