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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $234,710 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNER LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $112,500 |
Filed as: KRONICK KALADA BERDY & CO PC Service code 10 · EIN 23-2667890 | Accounting | $21,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,738 | $144,996-5.7% | $111,297+22.9% | $93,030+47.0% |
| Participation rate | 97.0% | 86.2%+10.9pp | 77.3%+19.7pp | 73.9%+23.1pp |
| Annual return | 14.18% | 18.26%-4.1pp | 54.65%-40.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $884 | $3,056-71.1% | $2,731-67.6% | $2,706-67.3% |
| Participant deferral / active EE | $6,633 | $5,587+18.7% | $4,487+47.8% | $4,562+45.4% |
| Admin fee / account holder | $123 | $103+19.0% | $7,964-98.5% | $152-18.8% |