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| Provider | Service type | Compensation |
|---|---|---|
PLANNING CORP OF AMERICA1 year Filed as: PLANNING SOLUTIONS GROUP Service code 27 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Plan) | $16,578 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,853 |
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 | $40,324 | $51,466-21.6% | $78,778-48.8% | $62,293-35.3% |
| Participation rate | 74.7% | 59.8%+14.9pp | 69.2%+5.5pp | 69.5%+5.2pp |
| Annual return | 15.59% | 19.96%-4.4pp | 35.62%-20.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $817 | $827-1.2% | $1,986-58.8% | $2,042-60.0% |
| Participant deferral / active EE | $2,420 | $2,147+12.7% | $2,958-18.2% | $3,169-23.6% |
| Admin fee / account holder | $186 | $489-61.9% | $5,134-96.4% | $479-61.1% |