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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $713 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,454 | $73,102-72.0% | $123,549-83.4% | $56,287-63.7% |
| Participation rate | 98.0% | 74.3%+23.7pp | 82.3%+15.7pp | 69.9%+28.1pp |
| Annual return | 12.06% | 3.01%+9.0pp | 119.20%-107.1pp | -9.96%+22.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,618 | $5,423+22.0% | $6,426+3.0% | $3,350+97.6% |
| Admin fee / account holder | $4 | $554-99.2% | $9,284-100.0% | $521-99.2% |