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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,825 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $29,982 |
HRL LABORATORY LLC1 year Service code 99 · EIN 95-4663143 | Other Fees | $14,885 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,557 | $100,801+172.4% | $149,751+83.3% | $73,415+274.0% |
| Participation rate | 99.3% | 77.7%+21.7pp | 82.5%+16.9pp | 72.2%+27.2pp |
| Annual return | 13.94% | 265.34%-251.4pp | 276.71%-262.8pp | 59.30%-45.4pp |
| Employer contribution / active EE | $11,897 | $3,312+259.2% | $4,646+156.1% | $2,234+432.6% |
| Participant deferral / active EE | $11,984 | $6,404+87.1% | $6,843+75.1% | $3,806+214.9% |
| Admin fee / account holder | $111 | $181-38.6% | $9,312-98.8% | $158-29.6% |