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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,752 |
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $41,000 |
Filed as: CBIZ RETIREMENT PLAN SVCS Service code 99 · EIN 31-1582098 | Other Fees | $11,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,680 | $46,332+61.2% | $143,797-48.1% | $64,824+15.2% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.0pp |
| Annual return | -14.70% | -10.05%-4.6pp | -0.04%-14.7pp | 32.84%-47.5pp |
| Employer contribution / active EE | $4,203 | $1,911+119.9% | $4,952-15.1% | $2,507+67.6% |
| Participant deferral / active EE | $5,192 | $2,647+96.1% | $5,638-7.9% | $4,311+20.4% |
| Admin fee / account holder | $249 | $154+62.0% | $14,679-98.3% | $188+32.7% |