Filed January 8, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $584,394 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS INC Service code 70 · EIN 43-1685158 | Consulting Fees | $86,945 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $9,350 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
EMERALD FUNDS3 years Service code 52 · EIN 23-2664857 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 51-0071687 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,173 | $106,734-58.6% | $75,906-41.8% | $89,609-50.7% |
| Participation rate | 40.1% | 65.6%-25.5pp | 69.3%-29.2pp | 69.6%-29.5pp |
| Annual return | 21.71% | 24.20%-2.5pp | 30.73%-9.0pp | 33.65%-11.9pp |
| Employer contribution / active EE | $438 | $3,939-88.9% | $2,501-82.5% | $2,584-83.1% |
| Participant deferral / active EE | $1,470 | $3,965-62.9% | $3,604-59.2% | $4,222-65.2% |
| Admin fee / account holder | $145 | $80+81.1% | $5,421-97.3% | $72+102.5% |