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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,640 |
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 | $35,894 | $79,169-54.7% | $100,415-64.3% | $74,478-51.8% |
| Participation rate | 95.4% | 79.4%+16.0pp | 81.5%+13.9pp | 67.2%+28.2pp |
| Annual return | 23.39% | 20.51%+2.9pp | 49.47%-26.1pp | 1370.56%-1347.2pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,745 | $7,751+51.5% | $8,091+45.2% | $4,350+170.0% |
| Admin fee / account holder | $12 | $1,337-99.1% | $7,906-99.8% | $1,946-99.4% |