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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,730 |
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 | $44,288 | $106,164-58.3% | $147,041-69.9% | $77,692-43.0% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 17.94% | 56.81%-38.9pp | 419.21%-401.3pp | 31.25%-13.3pp |
| Employer contribution / active EE | $4,514 | $4,066+11.0% | $4,935-8.5% | $2,726+65.6% |
| Participant deferral / active EE | $14,151 | $7,993+77.0% | $8,071+75.3% | $4,648+204.4% |
| Admin fee / account holder | $9 | $338-97.2% | $13,006-99.9% | $431-97.8% |