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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,210 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,474 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,714 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,645 | $29,507+54.7% | $56,025-18.5% | $77,762-41.3% |
| Participation rate | 31.0% | 32.7%-1.7pp | 52.5%-21.5pp | 70.6%-39.5pp |
| Annual return | 17.53% | 18.90%-1.4pp | 1712.69%-1695.2pp | 31.27%-13.7pp |
| Employer contribution / active EE | $974 | $570+71.0% | $1,042-6.5% | $2,728-64.3% |
| Participant deferral / active EE | $2,020 | $1,062+90.3% | $1,955+3.4% | $4,651-56.6% |
| Admin fee / account holder | $282 | $1,041-72.9% | $2,828-90.0% | $433-34.8% |