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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SWC INVESTMENT ADVISORY SVCS LLC Service code 16 · EIN 75-1553739 | Consulting | $20,723 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,555 | $55,453+45.3% | $170,435-52.7% | $62,293+29.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.38% | 21.38%-3.0pp | 205.94%-187.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $4,845 | $2,164+123.9% | $5,432-10.8% | $2,042+137.2% |
| Participant deferral / active EE | $4,233 | $2,303+83.8% | $4,939-14.3% | $3,169+33.6% |
| Admin fee / account holder | $65 | $455-85.8% | $13,881-99.5% | $479-86.5% |