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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,506 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $125 |
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 | $55,460 | $37,463+48.0% | $77,100-28.1% | $66,949-17.2% |
| Participation rate | 72.7% | 52.9%+19.8pp | 67.9%+4.8pp | 69.8%+2.9pp |
| Annual return | -15.58% | -3.25%-12.3pp | 42.35%-57.9pp | 1.57%-17.1pp |
| Employer contribution / active EE | $3,096 | $1,535+101.7% | $2,815+10.0% | $2,545+21.6% |
| Participant deferral / active EE | $6,194 | $2,621+136.3% | $4,430+39.8% | $4,239+46.1% |
| Admin fee / account holder | $29 | $568-94.9% | $5,443-99.5% | $594-95.1% |