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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,192 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,363 | $51,175+623.7% | $70,515+425.2% | $75,163+392.7% |
| Participation rate | 98.8% | 60.9%+37.8pp | 68.3%+30.4pp | 67.2%+31.6pp |
| Annual return | 17.21% | 30.02%-12.8pp | 32.77%-15.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $7,777 | $1,826+325.9% | $2,973+161.6% | $2,670+191.3% |
| Participant deferral / active EE | $13,365 | $2,849+369.1% | $4,567+192.7% | $4,125+224.0% |
| Admin fee / account holder | $294 | $4,091-92.8% | $6,412-95.4% | $5,651-94.8% |