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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $237,799 |
CURCIO WEBB5+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $55,734 |
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 | $103,514 | $101,523+2.0% | $141,200-26.7% | $77,775+33.1% |
| Participation rate | 95.3% | 77.4%+17.9pp | 82.5%+12.8pp | 73.2%+22.1pp |
| Annual return | 22.48% | 56.22%-33.7pp | 71.41%-48.9pp | 32.58%-10.1pp |
| Employer contribution / active EE | $3,040 | $3,341-9.0% | $4,736-35.8% | $2,504+21.4% |
| Participant deferral / active EE | $6,999 | $6,434+8.8% | $6,710+4.3% | $3,966+76.5% |
| Admin fee / account holder | $120 | $92+30.8% | $10,265-98.8% | $100+19.7% |