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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,193 |
BAKER TILLY US, LLP2 years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $8,455 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,217 | $62,543-70.9% | $83,327-78.1% | $55,725-67.3% |
| Participation rate | 72.2% | 78.4%-6.2pp | 77.8%-5.6pp | 70.9%+1.3pp |
| Annual return | -16.59% | 14.85%-31.4pp | 10.64%-27.2pp | 244.93%-261.5pp |
| Employer contribution / active EE | $810 | $2,427-66.6% | $3,379-76.0% | $2,078-61.0% |
| Participant deferral / active EE | $2,705 | $5,682-52.4% | $5,565-51.4% | $3,356-19.4% |
| Admin fee / account holder | $115 | $103+11.2% | $7,540-98.5% | $115-0.5% |