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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $31,038 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,694 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,643 | $78,976+22.4% | $100,383-3.7% | $74,546+29.6% |
| Participation rate | 88.4% | 79.5%+8.9pp | 81.5%+6.9pp | 67.2%+21.2pp |
| Annual return | 15.12% | 20.62%-5.5pp | 49.26%-34.1pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $6,163 | $3,019+104.1% | $3,944+56.3% | $2,624+134.8% |
| Participant deferral / active EE | $15,003 | $7,758+93.4% | $8,086+85.5% | $4,347+245.1% |
| Admin fee / account holder | $221 | $1,330-83.4% | $7,900-97.2% | $1,944-88.6% |