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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,973 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $8,750 |
MOSS ADAMS LLP1 year Service code 99 · EIN 91-0189318 | Other Fees | $6,090 |
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 | $116,062 | $115,744+0.3% | $100,415+15.6% | $200,096-42.0% |
| Participation rate | 97.8% | 85.7%+12.1pp | 81.5%+16.3pp | 72.0%+25.8pp |
| Annual return | 25.61% | 17.79%+7.8pp | 49.47%-23.9pp | 34.26%-8.6pp |
| Employer contribution / active EE | $6,815 | $3,657+86.3% | $3,943+72.8% | $3,038+124.3% |
| Participant deferral / active EE | $25,161 | $9,844+155.6% | $8,091+211.0% | $5,090+394.3% |
| Admin fee / account holder | $60 | $93-35.0% | $7,906-99.2% | $269-77.6% |