Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,967 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,891 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,522 | $58,312+3.8% | $86,656-30.2% | $71,529-15.4% |
| Participation rate | 48.9% | 65.0%-16.2pp | 71.7%-22.8pp | 67.9%-19.1pp |
| Annual return | 13.01% | 24.08%-11.1pp | 593.09%-580.1pp | 28.97%-16.0pp |
| Employer contribution / active EE | $1 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,570 | $3,439-54.4% | $4,439-64.6% | $4,291-63.4% |
| Admin fee / account holder | $95 | $1,057-91.0% | $5,619-98.3% | $1,588-94.0% |