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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,002 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,930 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,700 | $92,186-61.3% | $105,624-66.2% | $77,762-54.1% |
| Participation rate | 49.7% | 81.0%-31.4pp | 75.3%-25.6pp | 70.6%-20.9pp |
| Annual return | 17.39% | 17.83%-0.4pp | 116.20%-98.8pp | 31.27%-13.9pp |
| Employer contribution / active EE | $2,197 | $3,376-34.9% | $3,168-30.7% | $2,728-19.5% |
| Participant deferral / active EE | $4,576 | $5,395-15.2% | $5,013-8.7% | $4,651-1.6% |
| Admin fee / account holder | $59 | $219-73.2% | $10,961-99.5% | $433-86.4% |