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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,546 |
AMERICAN FUNDS4+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $30,000 |
CROWE LLP1 year Filed as: CROWE HORWATH, LLP Service code 99 · EIN 36-0921680 | Other Fees | $12,214 |
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 | $155,109 | $43,999+252.5% | $79,472+95.2% | $55,727+178.3% |
| Participation rate | 94.2% | 66.9%+27.3pp | 73.3%+20.9pp | 70.9%+23.3pp |
| Annual return | -5.54% | 1.81%-7.4pp | 718.32%-723.9pp | 244.94%-250.5pp |
| Employer contribution / active EE | $7,331 | $1,830+300.7% | $2,801+161.8% | $2,078+252.8% |
| Participant deferral / active EE | $22,214 | $2,538+775.2% | $3,704+499.7% | $3,356+562.0% |
| Admin fee / account holder | $199 | $118+69.3% | $5,104-96.1% | $115+72.8% |