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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,277 |
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 | $15,000 | $75,388-80.1% | $123,553-87.9% | $55,725-73.1% |
| Participation rate | 91.4% | 75.7%+15.7pp | 82.3%+9.1pp | 70.9%+20.5pp |
| Annual return | -4.68% | 4.48%-9.2pp | 119.21%-123.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,140 | $5,651+26.4% | $6,426+11.1% | $3,356+112.8% |
| Admin fee / account holder | $5 | $120-95.6% | $9,284-99.9% | $115-95.4% |