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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $162,003 |
CURCIO WEBB1+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $83,423 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,029 | $86,791-0.9% | $115,038-25.2% | $59,188+45.3% |
| Participation rate | 94.8% | 72.8%+22.0pp | 81.4%+13.5pp | 69.4%+25.4pp |
| Annual return | -0.10% | 4.44%-4.5pp | 26.14%-26.2pp | 5.51%-5.6pp |
| Employer contribution / active EE | $2,591 | $2,950-12.2% | $4,608-43.8% | $2,098+23.5% |
| Participant deferral / active EE | $5,965 | $5,298+12.6% | $6,026-1.0% | $3,265+82.7% |
| Admin fee / account holder | $143 | $95+50.6% | $8,175-98.3% | $92+55.0% |