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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,459 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,924 | $72,303-84.9% | $86,698-87.4% | $64,819-83.1% |
| Participation rate | 94.5% | 80.4%+14.1pp | 76.6%+17.9pp | 71.5%+23.0pp |
| Annual return | 4.95% | 392.77%-387.8pp | 35.95%-31.0pp | 32.84%-27.9pp |
| Employer contribution / active EE | $1,666 | $2,393-30.4% | $2,837-41.3% | $2,507-33.5% |
| Participant deferral / active EE | $2,430 | $4,660-47.8% | $4,656-47.8% | $4,311-43.6% |
| Admin fee / account holder | $20 | $174-88.6% | $7,493-99.7% | $188-89.4% |