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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,354 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,227 | $80,763+24.1% | $102,412-2.1% | $74,459+34.6% |
| Participation rate | 73.3% | 65.7%+7.7pp | 74.5%-1.2pp | 67.2%+6.1pp |
| Annual return | 10.65% | 27.57%-16.9pp | 24.94%-14.3pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $2,674 | $3,160-15.4% | $3,870-30.9% | $2,626+1.8% |
| Participant deferral / active EE | $5,165 | $3,862+33.7% | $5,060+2.1% | $4,350+18.7% |
| Admin fee / account holder | $132 | $2,371-94.4% | $8,388-98.4% | $1,945-93.2% |