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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $84,966 |
AMERICAN FUNDS7+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,957 | $58,344+352.4% | $98,508+168.0% | $86,828+204.0% |
| Participation rate | 97.4% | 68.4%+29.0pp | 73.3%+24.0pp | 72.3%+25.1pp |
| Annual return | 20.44% | 43.47%-23.0pp | 1495.22%-1474.8pp | 97.95%-77.5pp |
| Employer contribution / active EE | $7,752 | $2,008+286.1% | $2,961+161.8% | $2,406+222.2% |
| Participant deferral / active EE | $25,566 | $3,156+710.1% | $4,276+497.9% | $4,132+518.7% |
| Admin fee / account holder | $135 | $138-1.9% | $5,956-97.7% | $170-20.3% |