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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,034 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,888 | $66,813+82.4% | $100,528+21.2% | $73,493+65.9% |
| Participation rate | 81.1% | 77.5%+3.6pp | 79.4%+1.7pp | 70.7%+10.4pp |
| Annual return | 9.39% | 25.70%-16.3pp | 30.90%-21.5pp | 28.51%-19.1pp |
| Employer contribution / active EE | $690 | $2,147-67.8% | $3,419-79.8% | $2,270-69.6% |
| Participant deferral / active EE | $2,584 | $5,883-56.1% | $6,271-58.8% | $3,740-30.9% |
| Admin fee / account holder | $81 | $512-84.2% | $8,084-99.0% | $513-84.2% |