Filed May 28, 2025 (most recent of 2 filings on file)
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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) | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,085 | $80,724-2.0% | $103,333-23.5% | $74,495+6.2% |
| Participation rate | 52.3% | 65.7%-13.3pp | 74.5%-22.2pp | 67.2%-14.9pp |
| Annual return | 17.41% | 27.56%-10.1pp | 24.88%-7.5pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,341 | $3,157-25.9% | $3,868-39.5% | $2,623-10.8% |
| Participant deferral / active EE | $5,180 | $3,860+34.2% | $5,057+2.4% | $4,346+19.2% |
| Admin fee / account holder | $195 | $2,368-91.8% | $8,355-97.7% | $1,942-90.0% |