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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 13 · EIN 23-1945930 | Contract Administrator | $51,502 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $22,958 |
ACO/DCS2 years Filed as: ACO/DCS INC Service code 13 3985 STEVE REYNOLDS · NORCROSS, GA 30093 | Contract Administrator | $10,680 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage | $118 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $11,380 | $37,196-69.4% | $154,111-92.6% | $55,725-79.6% |
| Participation rate | 94.5% | 64.1%+30.4pp | 83.0%+11.5pp | 70.9%+23.7pp |
| Annual return | -6.57% | 1319.68%-1326.2pp | 735.18%-741.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $286 | $1,614-82.3% | $5,298-94.6% | $2,078-86.2% |
| Participant deferral / active EE | $1,853 | $2,068-10.4% | $5,081-63.5% | $3,356-44.8% |
| Admin fee / account holder | $93 | $102-8.1% | $13,411-99.3% | $115-19.0% |