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| Provider | Service type | Compensation |
|---|---|---|
BOHLIN CYWINSKI JACKSON8+ years Service code 10 · EIN 23-2034089 | Accounting | $14,125 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,963 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,406 | $84,493+124.2% | $125,381+51.1% | $66,938+183.0% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.7pp | 69.8%+26.2pp |
| Annual return | -17.57% | -8.49%-9.1pp | 572.31%-589.9pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,940 | $3,554-45.4% | $4,815-59.7% | $2,545-23.8% |
| Participant deferral / active EE | $8,739 | $6,783+28.8% | $7,448+17.3% | $4,238+106.2% |
| Admin fee / account holder | $111 | $685-83.9% | $10,007-98.9% | $594-81.4% |