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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $321,888 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $33,750 |
BAKER TILLY US, LLP2 years Filed as: BAKER, TILLY, VIRCHOW, KRAUSE, LLC Service code 13 · EIN 39-0859910 | Contract Administrator | $21,239 |
MILLIMAN, INC.1 year Filed as: MILLIMAN ADVISORS LLC Service code 15 · EIN 83-2422656 | Recordkeeping | $11,410 |
THE VANGUARD GROUP, INC.2 years Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,830 | $127,481-65.6% | $149,751-70.7% | $90,274-51.4% |
| Participation rate | 93.6% | 78.2%+15.4pp | 82.5%+11.1pp | 73.4%+20.3pp |
| Annual return | 28.92% | 57.78%-28.9pp | 276.71%-247.8pp | 53.97%-25.0pp |
| Employer contribution / active EE | $1,469 | $3,448-57.4% | $4,646-68.4% | $2,523-41.8% |
| Participant deferral / active EE | $6,131 | $6,975-12.1% | $6,843-10.4% | $4,231+44.9% |
| Admin fee / account holder | $79 | $152-48.1% | $9,312-99.2% | $114-31.0% |