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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,036 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,207 | $106,164-32.0% | $147,041-50.9% | $77,692-7.1% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 25.10% | 56.81%-31.7pp | 419.21%-394.1pp | 31.25%-6.2pp |
| Employer contribution / active EE | $1,286 | $4,066-68.4% | $4,935-73.9% | $2,726-52.8% |
| Participant deferral / active EE | $16,301 | $7,993+103.9% | $8,071+102.0% | $4,648+250.7% |
| Admin fee / account holder | $39 | $338-88.4% | $13,006-99.7% | $431-90.9% |