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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $653,397 |
QC CONSULTING GROUP, LLC1 year Service code 99 · EIN 81-1599008 | Other Fees | $9,385 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $54,022 | $159,391-66.1% | $102,460-47.3% | $99,313-45.6% |
| Participation rate | 91.9% | 88.6%+3.3pp | 76.5%+15.3pp | 71.7%+20.2pp |
| Annual return | 13.51% | 19.03%-5.5pp | 29.47%-16.0pp | 17.67%-4.2pp |
| Employer contribution / active EE | $2,018 | $4,207-52.0% | $3,025-33.3% | $3,264-38.2% |
| Participant deferral / active EE | $4,107 | $7,498-45.2% | $5,056-18.8% | $5,346-23.2% |
| Admin fee / account holder | $96 | $159-39.8% | $9,460-99.0% | $109-12.3% |