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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,202 |
SETAWAY LLC3 years Service code 99 5 BEDFORD FARMS · BEDFORD, NH 03110 | Other Fees | $3,825 |
ASCENSUS LLC3 years Service code 26 · EIN 11-3665754 | Advisory (Participants) | $0 |
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 | $82,553 | $73,532+12.3% | $178,505-53.8% | $74,478+10.8% |
| Participation rate | 76.5% | 66.6%+9.9pp | 77.1%-0.6pp | 67.2%+9.3pp |
| Annual return | 14.67% | 17.49%-2.8pp | 27.16%-12.5pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $2,628 | $2,221+18.4% | $3,955-33.5% | $2,626+0.1% |
| Participant deferral / active EE | $5,554 | $4,519+22.9% | $6,280-11.6% | $4,350+27.7% |
| Admin fee / account holder | $82 | $1,813-95.5% | $10,428-99.2% | $1,946-95.8% |