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| Provider | Service type | Compensation |
|---|---|---|
AMPLIUS WEALTH ADVISORS LLC2 years Service code 26 · EIN 86-2302068 | Advisory (Participants) | $30,981 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $19,449 |
Service code 14 · EIN 20-4780677 | Plan Administrator | $3,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,561 | $99,442-47.1% | $113,397-53.6% | $71,012-26.0% |
| Participation rate | 58.1% | 78.9%-20.9pp | 76.5%-18.4pp | 58.6%-0.5pp |
| Annual return | 25.37% | 17.93%+7.4pp | 23.20%+2.2pp | 37.67%-12.3pp |
| Employer contribution / active EE | $1,627 | $3,068-47.0% | $2,977-45.3% | $2,348-30.7% |
| Participant deferral / active EE | $3,294 | $4,915-33.0% | $5,076-35.1% | $3,246+1.5% |
| Admin fee / account holder | $274 | $535-48.7% | $11,957-97.7% | $1,167-76.5% |