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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $901,464 |
DAVIS WRIGHT TREMAINE2+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 | Legal | $113,203 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 17 · EIN 22-3189064 | Pension Consulting | $105,000 |
Filed as: BENCIVENGA WARD & COMPANY, CPAS, PC Service code 10 · EIN 13-3274930 | Accounting | $97,145 |
Service code 29 · EIN 66-0230360 | Legal | $14,072 |
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 | $73,146 | $3,611,051-98.0% | $123,892-41.0% | $329,111-77.8% |
| Participation rate | 95.9% | 60.7%+35.2pp | 81.4%+14.5pp | 67.9%+28.1pp |
| Annual return | 29.41% | 14.13%+15.3pp | 47.52%-18.1pp | 16.35%+13.1pp |
| Employer contribution / active EE | $2,177 | $1,947+11.8% | $4,617-52.8% | $2,303-5.5% |
| Participant deferral / active EE | $6,180 | $4,426+39.6% | $5,984+3.3% | $3,682+67.8% |
| Admin fee / account holder | $45 | $9,731-99.5% | $8,357-99.5% | $754-94.0% |