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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,406 |
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 | $44,026 | $101,523-56.6% | $141,197-68.8% | $77,775-43.4% |
| Participation rate | 90.0% | 77.4%+12.6pp | 82.5%+7.5pp | 73.2%+16.8pp |
| Annual return | 49.38% | 56.22%-6.8pp | 71.41%-22.0pp | 32.58%+16.8pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $10,400 | $6,434+61.6% | $6,710+55.0% | $3,966+162.2% |
| Admin fee / account holder | $7 | $92-92.5% | $10,265-99.9% | $100-93.1% |