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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,997 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,554 | $120,450+125.4% | $159,495+70.3% | $93,010+192.0% |
| Participation rate | 97.7% | 78.0%+19.7pp | 82.8%+14.8pp | 73.9%+23.8pp |
| Annual return | 22.95% | 27.11%-4.2pp | 263.72%-240.8pp | 158.70%-135.8pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $15,518 | $7,283+113.1% | $7,354+111.0% | $4,561+240.2% |
| Admin fee / account holder | $2 | $137-98.4% | $10,804-100.0% | $152-98.5% |