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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,848 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 99 · EIN 33-0818667 | Other Fees | $44,554 |
Filed as: AUDIT & TAX SOLUTIONS CPAS INC Service code 11 · EIN 94-3211753 | Actuarial | $10,250 |
WOODRUFF SAWYER & CO1 year Filed as: WOODRUFF SAWYER Service code 99 · EIN 94-1625126 | Other Fees | $8,000 |
Filed as: MARTHAS BARROW WEATHERHEAD LENT LLP Service code 16 · EIN 47-3430297 | Consulting | $6,180 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,673 | $72,254+188.8% | $86,677+140.7% | $64,808+222.0% |
| Participation rate | 99.7% | 80.4%+19.3pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | -18.85% | 392.42%-411.3pp | 35.91%-54.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $4,796 | $2,393+100.5% | $2,836+69.1% | $2,506+91.4% |
| Participant deferral / active EE | $16,403 | $4,658+252.1% | $4,656+252.3% | $4,310+280.6% |
| Admin fee / account holder | $233 | $174+34.0% | $7,493-96.9% | $188+24.1% |