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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).
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 | $180,504 | $105,173+71.6% | $87,102+107.2% | $77,775+132.1% |
| 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 | 32.58%-9.6pp |
| Employer contribution / active EE | $2,642 | $2,890-8.6% | $2,521+4.8% | $2,504+5.5% |
| Participant deferral / active EE | $7,515 | $5,048+48.9% | $4,048+85.6% | $3,966+89.5% |
| Admin fee / account holder | $136 | $105+30.1% | $7,493-98.2% | $100+36.0% |