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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $56,714 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $17,968 |
HRL LABORATORY LLC2 years Service code 99 · EIN 95-4663143 | Other Fees | $13,500 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,205 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,281 | $104,336+180.1% | $159,495+83.3% | $86,828+236.6% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.8%+16.6pp | 72.3%+27.1pp |
| Annual return | 15.74% | 26.32%-10.6pp | 263.72%-248.0pp | 97.95%-82.2pp |
| Employer contribution / active EE | $11,363 | $3,451+229.2% | $4,831+135.2% | $2,406+372.2% |
| Participant deferral / active EE | $12,431 | $6,837+81.8% | $7,354+69.0% | $4,132+200.8% |
| Admin fee / account holder | $99 | $172-42.5% | $10,804-99.1% | $170-41.6% |