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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,843 |
Service code 99 | Other Fees | $0 |
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 | $72,710 | $122,128-40.5% | $147,117-50.6% | $200,096-63.7% |
| Participation rate | 97.3% | 78.2%+19.1pp | 82.2%+15.1pp | 72.0%+25.3pp |
| Annual return | 22.97% | 30.58%-7.6pp | 420.54%-397.6pp | 34.26%-11.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $16,612 | $8,484+95.8% | $8,065+106.0% | $5,090+226.4% |
| Admin fee / account holder | $15 | $180-91.8% | $12,993-99.9% | $269-94.5% |