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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,904 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $22,612 |
Filed as: RETIREMENT PLANNERS & ADMIN Service code 13 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $7,688 |
401KINABOX2 years Service code 13 6031 UNIVERSITY BLVD · ELLICOTT CITY, MD 21043 | Contract Administrator | $5,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,728 | $106,028-80.5% | $146,958-85.9% | $77,643-73.3% |
| Participation rate | 53.6% | 78.4%-24.8pp | 82.2%-28.6pp | 70.6%-17.0pp |
| Annual return | 12.30% | 56.73%-44.4pp | 418.34%-406.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $277 | $4,063-93.2% | $4,933-94.4% | $2,726-89.8% |
| Participant deferral / active EE | $2,836 | $7,990-64.5% | $8,070-64.9% | $4,647-39.0% |
| Admin fee / account holder | $223 | $337-33.8% | $12,998-98.3% | $430-48.1% |