Filed October 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,309 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $77,634 | $101,591-23.6% | $147,096-47.2% | $74,429+4.3% |
| Participation rate | 53.1% | 75.5%-22.4pp | 82.2%-29.1pp | 67.2%-14.1pp |
| Annual return | 14.93% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $2,010 | $3,813-47.3% | $4,936-59.3% | $2,625-23.4% |
| Participant deferral / active EE | $3,969 | $7,302-45.7% | $8,071-50.8% | $4,348-8.7% |
| Admin fee / account holder | $232 | $1,750-86.8% | $13,005-98.2% | $1,944-88.1% |