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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,098 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $133 |
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 | $144,975 | $52,961+173.7% | $172,752-16.1% | $65,185+122.4% |
| Participation rate | 87.0% | 66.2%+20.8pp | 82.6%+4.3pp | 70.2%+16.8pp |
| Annual return | 20.54% | 30.12%-9.6pp | 802.97%-782.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $5,146 | $2,190+134.9% | $5,1440% | $2,177+136.4% |
| Participant deferral / active EE | $4,600 | $2,471+86.1% | $5,198-11.5% | $3,514+30.9% |
| Admin fee / account holder | $15 | $472-96.9% | $13,955-99.9% | $847-98.3% |