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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,458 |
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 | $157,114 | $106,247+47.9% | $147,096+6.8% | $77,714+102.2% |
| Participation rate | 97.9% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.3pp |
| Annual return | 24.00% | 56.87%-32.9pp | 419.75%-395.8pp | 31.26%-7.3pp |
| Employer contribution / active EE | $5,929 | $4,069+45.7% | $4,936+20.1% | $2,727+117.4% |
| Participant deferral / active EE | $10,574 | $7,996+32.2% | $8,071+31.0% | $4,649+127.4% |
| Admin fee / account holder | $47 | $338-86.2% | $13,005-99.6% | $433-89.3% |