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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PROSPERITY CONSULTING GROUP Service code 27 · EIN 52-2222924 | Advisory (Plan) | $67,533 |
THE VANGUARD GROUP, INC.5 years Service code 13 · EIN 23-1945930 | Contract Administrator | $8,565 |
POLLARD & ASSOCIATES, INC.5 years Service code 11 · EIN 52-0909772 | Actuarial | $300 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
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 | $81,576 | $106,247-23.2% | $147,096-44.5% | $77,714+5.0% |
| Participation rate | 87.0% | 78.4%+8.6pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 23.20% | 56.87%-33.7pp | 419.75%-396.5pp | 31.26%-8.1pp |
| Employer contribution / active EE | $4,854 | $4,069+19.3% | $4,936-1.7% | $2,727+78.0% |
| Participant deferral / active EE | $14,217 | $7,996+77.8% | $8,071+76.1% | $4,649+205.8% |
| Admin fee / account holder | $140 | $338-58.5% | $13,005-98.9% | $433-67.6% |