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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,337 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 1180 MEDICAL CT · CARMEL, IN 46032 | Advisory (Plan) | $25,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 PO BOX 200870 · DALLAS, TX 753200870 | Accounting | $13,549 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,759 | $89,093-41.9% | $102,434-49.5% | $77,736-33.4% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.4pp |
| Annual return | 11.08% | 25.03%-14.0pp | 29.46%-18.4pp | 31.26%-20.2pp |
| Employer contribution / active EE | $3,123 | $2,699+15.7% | $3,023+3.3% | $2,728+14.5% |
| Participant deferral / active EE | $3,750 | $5,147-27.1% | $5,055-25.8% | $4,651-19.4% |
| Admin fee / account holder | $206 | $236-12.9% | $9,462-97.8% | $433-52.6% |