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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 13 · EIN 23-1945930 | Contract Administrator | $99,839 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $370,227 | $78,781+369.9% | $100,540+268.2% | $73,415+404.3% |
| Participation rate | 96.1% | 80.0%+16.1pp | 79.4%+16.7pp | 72.2%+23.9pp |
| Annual return | 14.30% | 31.69%-17.4pp | 30.90%-16.6pp | 59.30%-45.0pp |
| Employer contribution / active EE | $13,946 | $2,420+476.4% | $3,419+307.9% | $2,234+524.3% |
| Participant deferral / active EE | $14,307 | $6,537+118.8% | $6,272+128.1% | $3,806+275.9% |
| Admin fee / account holder | $127 | $145-12.8% | $8,082-98.4% | $158-19.8% |