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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $22,170 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,353 |
PARIS INTERNATIONAL PARTNERS/NPC1 year Filed as: PARIS INT'L CONSULTANTS, LLC Service code 27 · EIN 46-3395773 | Advisory (Plan) | $5,638 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,964 | $50,637+115.2% | $86,590+25.8% | $62,292+74.9% |
| Participation rate | 98.2% | 67.9%+30.4pp | 73.5%+24.7pp | 69.5%+28.7pp |
| Annual return | 11.71% | 20.80%-9.1pp | 964.84%-953.1pp | 28.90%-17.2pp |
| Employer contribution / active EE | $7,123 | $2,075+243.2% | $2,839+150.9% | $2,042+248.8% |
| Participant deferral / active EE | $4,388 | $2,611+68.0% | $3,609+21.6% | $3,169+38.5% |
| Admin fee / account holder | $241 | $413-41.8% | $4,906-95.1% | $479-49.8% |