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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,380 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 PO BOX 200870 · DALLAS, TX 75320 | Accounting | $8,190 |
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 | $14,238 | $89,067-84.0% | $102,423-86.1% | $77,714-81.7% |
| Participation rate | 94.6% | 80.9%+13.6pp | 76.5%+18.1pp | 70.6%+24.0pp |
| Annual return | 19.36% | 25.01%-5.7pp | 29.42%-10.1pp | 31.26%-11.9pp |
| Employer contribution / active EE | $1,920 | $2,699-28.9% | $3,023-36.5% | $2,727-29.6% |
| Participant deferral / active EE | $2,787 | $5,147-45.8% | $5,054-44.8% | $4,649-40.0% |
| Admin fee / account holder | $33 | $236-86.0% | $9,455-99.6% | $433-92.4% |