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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,177 |
Filed as: SUMMIT GROUP RETIREMENT Service code 27 431 EXTON COMMONS · EXTON, PA 19341 | Advisory (Plan) | $5,780 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,925 | $55,437-76.7% | $155,534-91.7% | $74,459-82.6% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 16.82% | 269.58%-252.8pp | 64.92%-48.1pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $1,816 | $2,266-19.9% | $4,675-61.2% | $2,626-30.9% |
| Participant deferral / active EE | $1,642 | $2,837-42.1% | $5,630-70.8% | $4,350-62.2% |
| Admin fee / account holder | $92 | $1,742-94.7% | $15,900-99.4% | $1,945-95.3% |