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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,947 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,901 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Adverse opinion - the financial statements do not fairly present the plan's financial position.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,423 | $61,166+451.7% | $185,849+81.6% | $79,391+325.0% |
| Participation rate | 98.9% | 66.6%+32.3pp | 81.7%+17.2pp | 70.7%+28.2pp |
| Annual return | 14.34% | 19.45%-5.1pp | 122.10%-107.8pp | 116.88%-102.5pp |
| Employer contribution / active EE | $13,847 | $2,321+496.6% | $5,169+167.9% | $2,428+470.4% |
| Participant deferral / active EE | $18,447 | $2,789+561.5% | $5,569+231.3% | $4,046+356.0% |
| Admin fee / account holder | $265 | $710-62.7% | $16,244-98.4% | $627-57.7% |