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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $108,341 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORY SERVICE Service code 27 · EIN 20-8874282 | Advisory (Plan) | $75,000 |
BEELS SOPER LLP1 year Service code 34 · EIN 20-2877111 | Valuation (appraisals, etc.) | $17,286 |
ALS GROUP USA, CORP1 year Service code 14 · EIN 76-0606679 | Plan Administrator | $15,371 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,235 | $80,177-18.6% | $123,894-47.3% | $57,658+13.1% |
| Participation rate | 97.7% | 74.4%+23.3pp | 81.4%+16.3pp | 70.2%+27.5pp |
| Annual return | 6.51% | 17.90%-11.4pp | 47.52%-41.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,068 | $2,913-29.0% | $4,617-55.2% | $1,974+4.8% |
| Participant deferral / active EE | $4,399 | $5,130-14.2% | $5,984-26.5% | $3,061+43.7% |
| Admin fee / account holder | $182 | $106+71.4% | $8,357-97.8% | $95+92.7% |