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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $12,676 |
LPL FINANCIAL3 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $5,514 |
RETIREMENT STRATEGIES, INC.2 years Service code 15 · EIN 58-2380163 | Recordkeeping | $5,275 |
ASCENSUS LLC3 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).
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 | $17,868 | $59,186-69.8% | $76,768-76.7% | $56,287-68.3% |
| Participation rate | 51.6% | 75.2%-23.6pp | 77.0%-25.3pp | 69.9%-18.2pp |
| Annual return | -4.22% | 6.62%-10.8pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,315 | $1,759-25.2% | $2,485-47.1% | $2,111-37.7% |
| Participant deferral / active EE | $2,239 | $3,255-31.2% | $3,852-41.9% | $3,350-33.1% |
| Admin fee / account holder | $178 | $489-63.6% | $6,675-97.3% | $521-65.8% |