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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,134 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $221 |
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 | $157,664 | $47,977+228.6% | $154,111+2.3% | $56,287+180.1% |
| Participation rate | 74.9% | 66.2%+8.7pp | 83.0%-8.2pp | 69.9%+5.0pp |
| Annual return | -4.15% | 3.54%-7.7pp | 735.18%-739.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $5,641 | $2,169+160.1% | $5,298+6.5% | $2,111+167.2% |
| Participant deferral / active EE | $4,601 | $2,392+92.4% | $5,081-9.4% | $3,350+37.4% |
| Admin fee / account holder | $13 | $438-97.1% | $13,411-99.9% | $521-97.5% |