See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $184,124 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 12 · EIN 52-1590516 | Claims processing | $121,006 |
SPIVAK LIPTON LLP5+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $61,030 |
SIKICH LLP5+ years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $44,000 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $25,292 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOC Service code 21 · EIN 36-3555078 | Bank Trustee | $25,000 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER, KAPLAN & ARASE Service code 10 · EIN 95-2036255 | Accounting | $7,610 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,384 | $44,794+57.1% | $90,281-22.0% | $77,787-9.5% |
| Participation rate | 93.6% | 66.6%+27.0pp | 73.3%+20.3pp | 73.2%+20.4pp |
| Annual return | 21.41% | 28.23%-6.8pp | 78.10%-56.7pp | 32.57%-11.2pp |
| Employer contribution / active EE | $182 | $1,809-89.9% | $2,854-93.6% | $2,504-92.7% |
| Participant deferral / active EE | $5,406 | $2,642+104.6% | $3,885+39.1% | $3,967+36.3% |
| Admin fee / account holder | $257 | $94+171.6% | $5,351-95.2% | $100+156.4% |