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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $348,425 |
AMERICAN FUNDS1 year Filed as: CAPITAL GUARDIAN TRUST CO Service code 51 · EIN 95-2553868 | Investment Mgmt Fees | $182,132 |
AMERICAN FUNDS2 years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $117,500 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,504 | $105,247+71.5% | $87,100+107.2% | $77,787+132.0% |
| Participation rate | 92.5% | 85.8%+6.7pp | 76.9%+15.6pp | 73.2%+19.3pp |
| Annual return | 22.96% | 24.52%-1.6pp | 28.19%-5.2pp | 32.57%-9.6pp |
| Employer contribution / active EE | $2,642 | $2,895-8.7% | $2,521+4.8% | $2,504+5.5% |
| Participant deferral / active EE | $7,515 | $5,060+48.5% | $4,049+85.6% | $3,967+89.4% |
| Admin fee / account holder | $136 | $104+30.2% | $7,497-98.2% | $100+36.0% |