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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,726 |
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 | $199,682 | $95,388+109.3% | $125,401+59.2% | $77,906+156.3% |
| Participation rate | 98.5% | 78.6%+19.9pp | 82.4%+16.1pp | 73.7%+24.8pp |
| Annual return | -16.28% | 116.19%-132.5pp | 572.53%-588.8pp | 12.16%-28.4pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $14,653 | $7,711+90.0% | $7,448+96.7% | $4,805+204.9% |
| Admin fee / account holder | $2 | $119-98.5% | $10,008-100.0% | $133-98.7% |