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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,177 |
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 | $44,017 | $95,388-53.9% | $125,381-64.9% | $77,906-43.5% |
| Participation rate | 98.0% | 78.6%+19.4pp | 82.4%+15.7pp | 73.7%+24.4pp |
| Annual return | -13.05% | 116.19%-129.2pp | 572.31%-585.4pp | 12.16%-25.2pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $12,649 | $7,711+64.0% | $7,448+69.8% | $4,805+163.2% |
| Admin fee / account holder | $5 | $119-95.5% | $10,007-99.9% | $133-95.9% |