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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,164 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,751 |
HANSEN, PLAHM & COMPANY2+ years Filed as: HANSEN, BRADSHAW, MALMROSE & ERICKS Service code 10 559 WEST 500 SOUTH · BOUNTIFUL, UT 84010 | Accounting | $6,700 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Employer contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,335 | $89,739-68.4% | $149,718-81.1% | $62,292-54.5% |
| Participation rate | 94.2% | 85.1%+9.1pp | 87.1%+7.1pp | 69.5%+24.7pp |
| Annual return | 18.55% | 21.01%-2.5pp | 1501.63%-1483.1pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,079 | $3,233-66.6% | $5,445-80.2% | $2,042-47.2% |
| Participant deferral / active EE | $5,411 | $4,797+12.8% | $6,569-17.6% | $3,169+70.7% |
| Admin fee / account holder | $199 | $551-63.9% | $11,283-98.2% | $479-58.5% |