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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,327 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $105,000 |
COMPUTER AID INC1 year Service code 99 · EIN 23-2180878 | Other Fees | $9,548 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 99 · EIN 39-0859910 | Other Fees | $7,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,949 | $107,415-55.4% | $135,982-64.7% | $80,169-40.2% |
| Participation rate | 94.1% | 78.0%+16.1pp | 81.9%+12.2pp | 72.9%+21.2pp |
| Annual return | 18.54% | 91.99%-73.5pp | 68.32%-49.8pp | 40.39%-21.9pp |
| Employer contribution / active EE | $738 | $3,878-81.0% | $4,859-84.8% | $2,978-75.2% |
| Participant deferral / active EE | $5,785 | $8,189-29.4% | $7,760-25.4% | $5,016+15.3% |
| Admin fee / account holder | $78 | $127-38.9% | $10,767-99.3% | $145-46.5% |