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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,430 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INV GROUP LLC Service code 27 · EIN 26-4789150 | Advisory (Plan) | $30,000 |
CROWE LLP1 year Service code 99 · EIN 35-0921680 | Other Fees | $7,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $199,401 | $54,237+267.6% | $90,336+120.7% | $67,584+195.0% |
| Participation rate | 97.3% | 68.6%+28.7pp | 73.3%+24.0pp | 71.3%+26.0pp |
| Annual return | 25.75% | 37.27%-11.5pp | 78.15%-52.4pp | 378.59%-352.8pp |
| Employer contribution / active EE | $7,385 | $1,846+300.1% | $2,856+158.6% | $2,148+243.8% |
| Participant deferral / active EE | $23,392 | $2,625+791.1% | $3,886+502.0% | $3,540+560.9% |
| Admin fee / account holder | $117 | $123-5.2% | $5,357-97.8% | $142-17.8% |