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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,884 |
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 | $18,165 | $46,173-60.7% | $170,436-89.3% | $69,631-73.9% |
| Participation rate | 80.3% | 63.9%+16.4pp | 83.6%-3.3pp | 70.7%+9.7pp |
| Annual return | 47.65% | 21.62%+26.0pp | 205.94%-158.3pp | 27571.02%-27523.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7,256 | $2,080+248.8% | $4,939+46.9% | $3,224+125.1% |
| Admin fee / account holder | $6 | $116-94.6% | $13,880-100.0% | $110-94.3% |