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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,393 |
Filed as: SILICON VALLEY ACCCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $25,350 |
Filed as: CBIZ SAVITZ Service code 16 · EIN 31-1582098 | Consulting | $10,165 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,646 | $155,795-43.1% | $136,298-35.0% | $69,631+27.3% |
| Participation rate | 93.4% | 75.2%+18.1pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 23.61% | 232464.33%-232440.7pp | 5156.27%-5132.7pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $3,428 | $2,991+14.6% | $4,696-27.0% | $2,032+68.7% |
| Participant deferral / active EE | $17,030 | $5,394+215.7% | $6,247+172.6% | $3,224+428.3% |
| Admin fee / account holder | $224 | $128+74.5% | $9,244-97.6% | $110+102.6% |