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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180,888 |
Filed as: ABD INSURANCE & FINANCIAL SERVICES Service code 16 · EIN 80-0833114 | Consulting | $48,205 |
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 | $38,005 | $70,106-45.8% | $80,977-53.1% | $63,975-40.6% |
| Participation rate | 99.3% | 79.4%+19.9pp | 75.8%+23.5pp | 71.1%+28.2pp |
| Annual return | 15.71% | 13.93%+1.8pp | 17.11%-1.4pp | 48.65%-32.9pp |
| Employer contribution / active EE | $1,325 | $2,042-35.1% | $3,715-64.3% | $2,182-39.3% |
| Participant deferral / active EE | $13,846 | $5,245+164.0% | $5,696+143.1% | $3,356+312.5% |
| Admin fee / account holder | $64 | $57+12.0% | $5,517-98.8% | $70-9.4% |