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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,218 |
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 | $58,525 | $63,924-8.4% | $108,582-46.1% | $55,167+6.1% |
| Participation rate | 99.0% | 74.3%+24.7pp | 79.6%+19.5pp | 69.0%+30.0pp |
| Annual return | 9.11% | 15.31%-6.2pp | -51.70%+60.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,930 | $1,879+2.7% | $3,758-48.6% | $1,963-1.7% |
| Participant deferral / active EE | $3,785 | $3,067+23.4% | $4,311-12.2% | $3,054+23.9% |
| Admin fee / account holder | $87 | $618-86.0% | $7,645-98.9% | $504-82.8% |