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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,283 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 4123 LANKERSHIM BOULEVARD · N. HOLLYWOOD, CA 91602 | Accounting | $13,000 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,987 | $95,388-80.1% | $125,363-84.9% | $77,906-75.6% |
| Participation rate | 84.1% | 78.6%+5.5pp | 82.4%+1.7pp | 73.7%+10.4pp |
| Annual return | -6.93% | 116.19%-123.1pp | 572.15%-579.1pp | 12.16%-19.1pp |
| Employer contribution / active EE | $1,778 | $3,666-51.5% | $4,815-63.1% | $2,846-37.5% |
| Participant deferral / active EE | $7,159 | $7,711-7.2% | $7,447-3.9% | $4,805+49.0% |
| Admin fee / account holder | $70 | $119-40.9% | $10,005-99.3% | $133-47.0% |