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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $191,492 |
CURCIO WEBB3+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $55,422 |
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 | $99,900 | $96,458+3.6% | $136,298-26.7% | $77,958+28.1% |
| Participation rate | 94.5% | 75.4%+19.2pp | 81.9%+12.6pp | 71.6%+22.9pp |
| Annual return | 17.30% | 23.78%-6.5pp | 5156.27%-5139.0pp | 20.87%-3.6pp |
| Employer contribution / active EE | $2,993 | $3,144-4.8% | $4,696-36.3% | $2,310+29.5% |
| Participant deferral / active EE | $6,555 | $5,902+11.1% | $6,247+4.9% | $3,537+85.3% |
| Admin fee / account holder | $114 | $80+41.4% | $9,244-98.8% | $97+16.8% |