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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,163 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $172,135 | $47,977+258.8% | $154,108+11.7% | $56,289+205.8% |
| Participation rate | 96.2% | 66.2%+30.0pp | 83.0%+13.2pp | 69.9%+26.4pp |
| Annual return | -5.44% | 3.54%-9.0pp | 735.21%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $7,586 | $2,169+249.8% | $5,298+43.2% | $2,111+259.3% |
| Participant deferral / active EE | $13,903 | $2,392+481.3% | $5,081+173.6% | $3,350+315.0% |
| Admin fee / account holder | $232 | $438-47.0% | $13,411-98.3% | $521-55.4% |