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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,645 | $29,548+54.5% | $56,411-19.1% | $77,643-41.2% |
| Participation rate | 31.0% | 32.7%-1.6pp | 52.5%-21.4pp | 70.6%-39.5pp |
| Annual return | 17.53% | 19.01%-1.5pp | 1701.33%-1683.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $974 | $568+71.7% | $1,039-6.2% | $2,726-64.3% |
| Participant deferral / active EE | $2,020 | $1,061+90.5% | $1,952+3.5% | $4,647-56.5% |
| Admin fee / account holder | $282 | $1,046-73.0% | $2,829-90.0% | $430-34.4% |