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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,880 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,378 | $60,323+3.4% | $81,812-23.8% | $74,495-16.3% |
| Participation rate | 44.9% | 62.9%-18.0pp | 72.3%-27.5pp | 67.2%-22.3pp |
| Annual return | 11.27% | 16.90%-5.6pp | 773.79%-762.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,089 | $3,387-67.8% | $4,319-74.8% | $4,346-74.9% |
| Admin fee / account holder | $395 | $1,486-73.4% | $7,386-94.7% | $1,942-79.7% |