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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,086 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,698 | $118,680-37.1% | $98,907-24.5% | $158,922-53.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.45% | 372.35%-361.9pp | 196.43%-186.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,911 | $3,333-42.7% | $2,689-28.9% | $4,761-59.9% |
| Participant deferral / active EE | $17,085 | $5,088+235.8% | $4,244+302.6% | $5,982+185.6% |
| Admin fee / account holder | $172 | $10,131-98.3% | $6,642-97.4% | $11,246-98.5% |