Filed May 28, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACCELERATE INVESTMENT ADVISORS Service code 27 120 VANTIS DR · ALISO VIEJO, CA 92656 | Advisory (Plan) | $16,552 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,085 | $80,781-2.1% | $102,437-22.8% | $74,478+6.2% |
| Participation rate | 52.3% | 65.7%-13.3pp | 74.5%-22.2pp | 67.2%-14.9pp |
| Annual return | 17.41% | 27.58%-10.2pp | 24.95%-7.5pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $2,341 | $3,160-25.9% | $3,871-39.5% | $2,626-10.9% |
| Participant deferral / active EE | $5,180 | $3,862+34.1% | $5,060+2.4% | $4,350+19.1% |
| Admin fee / account holder | $195 | $2,372-91.8% | $8,388-97.7% | $1,946-90.0% |