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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,316 |
Filed as: BASSMAN ADELMAN & WEISS PC Service code 10 · EIN 23-2088272 | Accounting | $18,500 |
Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $10,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,758 | $41,647+41.1% | $96,161-38.9% | $86,813-32.3% |
| Participation rate | 59.5% | 50.3%+9.2pp | 68.4%-8.9pp | 72.3%-12.8pp |
| Annual return | 12.53% | 27.24%-14.7pp | 192.01%-179.5pp | 97.93%-85.4pp |
| Employer contribution / active EE | $1,018 | $1,328-23.3% | $2,798-63.6% | $2,406-57.7% |
| Participant deferral / active EE | $2,229 | $2,412-7.6% | $4,349-48.7% | $4,131-46.0% |
| Admin fee / account holder | $186 | $169+9.7% | $5,538-96.6% | $170+9.6% |