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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,103 |
CENTAURUS FINANCIAL INC1 year Filed as: CENTAURUS FINANCIAL Service code 27 2300 EAST KATELLA DR · ANAHEIM, CA 92806 | Advisory (Plan) | $13,628 |
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 | $44,321 | $82,678-46.4% | $125,391-64.7% | $68,490-35.3% |
| Participation rate | 93.8% | 75.1%+18.8pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.41%-590.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $5,976 | $3,382+76.7% | $4,816+24.1% | $2,597+130.1% |
| Participant deferral / active EE | $7,750 | $6,111+26.8% | $7,448+4.1% | $4,028+92.4% |
| Admin fee / account holder | $200 | $6,277-96.8% | $10,009-98.0% | $5,403-96.3% |