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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,906 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS LLC. Service code 27 · EIN 36-4500709 | Advisory (Plan) | $20,804 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $17,950 |
FIDUCIARY PLAN CONSULTANTS LLC1 year Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $6,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $79,294 | $74,347+6.7% | $93,606-15.3% | $67,579+17.3% |
| Participation rate | 53.7% | 80.6%-26.9pp | 75.8%-22.1pp | 71.3%-17.6pp |
| Annual return | 19.81% | 28.07%-8.3pp | 32.76%-12.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $526 | $2,583-79.6% | $2,718-80.6% | $2,148-75.5% |
| Participant deferral / active EE | $2,815 | $4,060-30.7% | $4,069-30.8% | $3,539-20.5% |
| Admin fee / account holder | $126 | $123+2.4% | $7,888-98.4% | $142-11.7% |