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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,024 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,076 | $54,590-59.6% | $81,726-73.0% | $73,497-70.0% |
| Participation rate | 45.3% | 68.3%-23.0pp | 72.0%-26.7pp | 70.7%-25.3pp |
| Annual return | 0.00% | 17.74%-17.7pp | 29.49%-29.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,526 | $1,636-6.7% | $4,311-64.6% | $2,270-32.8% |
| Participant deferral / active EE | $2,772 | $2,759+0.5% | $7,108-61.0% | $3,740-25.9% |
| Admin fee / account holder | $107 | $592-81.9% | $5,160-97.9% | $513-79.1% |