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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $12,917 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $12,466 |
Service code 15 · EIN 58-2380163 | Recordkeeping | $2,775 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,968 | $64,909-73.9% | $82,313-79.4% | $62,292-72.8% |
| Participation rate | 45.8% | 74.9%-29.1pp | 76.9%-31.1pp | 69.5%-23.8pp |
| Annual return | 19.95% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,203 | $1,676-28.2% | $2,428-50.4% | $2,042-41.1% |
| Participant deferral / active EE | $2,002 | $3,103-35.5% | $3,706-46.0% | $3,169-36.8% |
| Admin fee / account holder | $261 | $440-40.5% | $5,608-95.3% | $479-45.5% |