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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,941 |
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 | $50,609 | $127,481-60.3% | $149,745-66.2% | $90,274-43.9% |
| Participation rate | 91.9% | 78.2%+13.7pp | 82.5%+9.4pp | 73.4%+18.6pp |
| Annual return | 31.62% | 57.78%-26.2pp | 276.72%-245.1pp | 53.97%-22.4pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $11,228 | $6,975+61.0% | $6,843+64.1% | $4,231+165.4% |
| Admin fee / account holder | $7 | $152-95.1% | $9,312-99.9% | $114-93.5% |