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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $344,147 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY US, LLP Service code 99 · EIN 39-0859910 | Other Fees | $70,660 |
Filed as: SAGEVIEW ADVISORY GRP LLC Service code 16 · EIN 33-0818667 | Consulting | $22,500 |
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 | $52,869 | $120,450-56.1% | $159,495-66.9% | $93,010-43.2% |
| Participation rate | 93.3% | 78.0%+15.3pp | 82.8%+10.5pp | 73.9%+19.4pp |
| Annual return | 16.00% | 27.11%-11.1pp | 263.72%-247.7pp | 158.70%-142.7pp |
| Employer contribution / active EE | $1,673 | $3,526-52.6% | $4,831-65.4% | $2,705-38.2% |
| Participant deferral / active EE | $7,653 | $7,283+5.1% | $7,354+4.1% | $4,561+67.8% |
| Admin fee / account holder | $89 | $137-34.8% | $10,804-99.2% | $152-41.2% |