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| Provider | Service type | Compensation |
|---|---|---|
HOLTHOUSE CARLIN & VAN TRIGT LLP1+ years Filed as: HOLTHOUSE CARLINE & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $14,917 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,816 |
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 | $198,919 | $88,324+125.2% | $115,038+72.9% | $55,191+260.4% |
| Participation rate | 94.4% | 72.5%+21.9pp | 81.4%+13.0pp | 69.2%+25.2pp |
| Annual return | 0.48% | 6.30%-5.8pp | 26.14%-25.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $4,691 | $2,805+67.2% | $4,608+1.8% | $1,899+147.0% |
| Participant deferral / active EE | $9,637 | $5,042+91.1% | $6,026+59.9% | $3,046+216.3% |
| Admin fee / account holder | $18 | $105-82.6% | $8,175-99.8% | $91-79.8% |