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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,050 |
TRILOGY CAPITAL INC1 year Service code 27 · EIN 47-5581477 | Advisory (Plan) | $9,215 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,422 | $50,919-93.3% | $155,556-97.8% | $77,762-95.6% |
| Participation rate | 97.3% | 63.1%+34.2pp | 78.2%+19.0pp | 70.6%+26.7pp |
| Annual return | 12.38% | 34.84%-22.5pp | 64.84%-52.5pp | 31.27%-18.9pp |
| Employer contribution / active EE | $863 | $1,991-56.7% | $4,675-81.6% | $2,728-68.4% |
| Participant deferral / active EE | $1,323 | $2,824-53.2% | $5,631-76.5% | $4,651-71.6% |
| Admin fee / account holder | $50 | $437-88.6% | $15,885-99.7% | $433-88.5% |