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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,225 |
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 | $38,414 | $95,417-59.7% | $135,974-71.7% | $74,460-48.4% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 31.78% | 32.76%-1.0pp | 68.30%-36.5pp | 34.38%-2.6pp |
| Employer contribution / active EE | $4,557 | $3,878+17.5% | $4,859-6.2% | $2,638+72.7% |
| Participant deferral / active EE | $14,098 | $7,789+81.0% | $7,760+81.7% | $4,530+211.2% |
| Admin fee / account holder | $11 | $266-96.0% | $10,767-99.9% | $348-96.9% |