Filed September 7, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,880 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,490 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,136 | $58,726-67.4% | $92,240-79.3% | $62,293-69.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 24.74% | 43.62%-18.9pp | 176.29%-151.5pp | 28.90%-4.2pp |
| Employer contribution / active EE | $2,907 | $2,392+21.5% | $3,680-21.0% | $2,042+42.3% |
| Participant deferral / active EE | $6,274 | $2,766+126.9% | $3,897+61.0% | $3,169+98.0% |
| Admin fee / account holder | $97 | $556-82.5% | $5,194-98.1% | $479-79.7% |