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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,694 |
CONDUENT HR CONSULTING, LLC2 years Service code 16 · EIN 13-3954297 | Consulting | $12,403 |
BUCK GLOBAL, LLC3 years Filed as: BUCK CONSULTANTS, LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $9,700 |
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 | $248,131 | $75,388+229.1% | $123,553+100.8% | $55,727+345.3% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.3%+13.1pp | 70.9%+24.6pp |
| Annual return | -4.75% | 4.48%-9.2pp | 119.21%-124.0pp | 244.94%-249.7pp |
| Employer contribution / active EE | $12,414 | $3,063+305.3% | $4,628+168.2% | $2,078+497.3% |
| Participant deferral / active EE | $12,012 | $5,651+112.6% | $6,426+86.9% | $3,356+258.0% |
| Admin fee / account holder | $92 | $120-23.5% | $9,284-99.0% | $115-20.5% |