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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $54,700 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS LLC. Service code 27 · EIN 36-4500709 | Advisory (Plan) | $21,815 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $16,300 |
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST CO Service code 62 1655 43RD STREET SOUTH · FARGO, ND 58103 | Float revenue | $11,334 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON AND COLE LLP Service code 50 280 TRUMBULL ST · HARTFORD, CT 06103 | Direct Payment | $1,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $67,572 | $65,223+3.6% | $80,019-15.6% | $55,725+21.3% |
| Participation rate | 58.8% | 80.6%-21.7pp | 75.8%-17.0pp | 70.9%-12.0pp |
| Annual return | -8.05% | 7.59%-15.6pp | 11.22%-19.3pp | 244.93%-253.0pp |
| Employer contribution / active EE | $799 | $2,544-68.6% | $2,468-67.6% | $2,078-61.5% |
| Participant deferral / active EE | $2,964 | $3,881-23.6% | $3,686-19.6% | $3,356-11.7% |
| Admin fee / account holder | $125 | $114+9.1% | $6,521-98.1% | $115+8.2% |