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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $68,342 |
Filed as: GUARDIAN WEALTH PARTNERS Service code 27 · EIN 84-2787345 | Advisory (Plan) | $8,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,967 | $55,470-22.5% | $155,556-72.4% | $74,478-42.3% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 15.31% | 269.80%-254.5pp | 64.84%-49.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $2,658 | $2,267+17.3% | $4,675-43.1% | $2,626+1.2% |
| Participant deferral / active EE | $4,090 | $2,838+44.1% | $5,631-27.4% | $4,350-6.0% |
| Admin fee / account holder | $228 | $1,744-86.9% | $15,885-98.6% | $1,946-88.3% |