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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACCELERATE INVESTMENT ADVISORS Service code 27 120 VANTIS DR · ALISO VIEJO, CA 92656 | Advisory (Plan) | $23,320 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,999 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,155 | $101,591-46.7% | $147,096-63.2% | $74,429-27.2% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.2%-8.7pp | 67.2%+6.3pp |
| Annual return | 16.78% | 8746.45%-8729.7pp | 419.75%-403.0pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $4,256 | $3,813+11.6% | $4,936-13.8% | $2,625+62.1% |
| Participant deferral / active EE | $9,939 | $7,302+36.1% | $8,071+23.1% | $4,348+128.6% |
| Admin fee / account holder | $210 | $1,750-88.0% | $13,005-98.4% | $1,944-89.2% |