| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $296,638 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING INC Service code 16 · EIN 36-3109431 | Consulting | $117,418 |
KP LYNCH CPA PC1 year Filed as: KP LYNCH, CPA, PC Service code 10 · EIN 20-2059984 | Accounting | $8,195 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 60 | Sub-TA Fees | $0 |
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 | $156,811 | $96,458+62.6% | $136,298+15.0% | $77,958+101.1% |
| Participation rate | 97.2% | 75.4%+21.8pp | 81.9%+15.3pp | 71.6%+25.6pp |
| Annual return | 85.00% | 23.78%+61.2pp | 5156.27%-5071.3pp | 20.87%+64.1pp |
| Employer contribution / active EE | $5,186 | $3,144+65.0% | $4,696+10.4% | $2,310+124.5% |
| Participant deferral / active EE | $8,536 | $5,902+44.6% | $6,247+36.6% | $3,537+141.4% |
| Admin fee / account holder | $82 | $80+1.5% | $9,244-99.1% | $97-16.1% |