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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,162 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,169 | $99,995+14.2% | $85,063+34.2% | $145,978-21.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.94% | 83.99%-71.0pp | 66.54%-53.6pp | 550.52%-537.6pp |
| Employer contribution / active EE | $7,150 | $3,231+121.3% | $2,727+162.2% | $4,662+53.4% |
| Participant deferral / active EE | $19,986 | $5,295+277.5% | $4,523+341.9% | $6,690+198.8% |
| Admin fee / account holder | $72 | $7,255-99.0% | $6,155-98.8% | $13,400-99.5% |