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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $18,602 |
QUIGLEY & MIRON1 year Filed as: QUIGLEY MIRON Service code 10 3550 WILSHIRE BLVD · LOS ANGELES, CA 90010 | Accounting | $5,500 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,380 | $59,191-48.7% | $76,767-60.4% | $56,289-46.0% |
| Participation rate | 87.4% | 75.2%+12.2pp | 77.0%+10.4pp | 69.9%+17.5pp |
| Annual return | -6.87% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $951 | $1,759-45.9% | $2,485-61.7% | $2,111-55.0% |
| Participant deferral / active EE | $3,993 | $3,255+22.7% | $3,852+3.7% | $3,350+19.2% |
| Admin fee / account holder | $113 | $489-76.8% | $6,675-98.3% | $521-78.3% |