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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,246 |
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS, LLC Service code 16 · EIN 13-3954297 | Consulting | $9,733 |
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 | $224,613 | $80,177+180.1% | $123,894+81.3% | $57,661+289.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 9.72% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $11,937 | $2,913+309.8% | $4,617+158.6% | $1,974+504.8% |
| Participant deferral / active EE | $11,395 | $5,130+122.1% | $5,984+90.4% | $3,061+272.3% |
| Admin fee / account holder | $61 | $106-42.3% | $8,357-99.3% | $95-35.1% |