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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $954,325 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,111 | $58,202-34.5% | $172,757-77.9% | $89,609-57.5% |
| Participation rate | 97.1% | 72.8%+24.3pp | 82.6%+14.4pp | 69.6%+27.5pp |
| Annual return | 23.96% | 61.59%-37.6pp | 803.06%-779.1pp | 33.65%-9.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,025 | $3,335-9.3% | $5,198-41.8% | $4,222-28.4% |
| Admin fee / account holder | $65 | $53+22.8% | $13,956-99.5% | $72-9.9% |