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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,483 |
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 | $37,787 | $64,612-41.5% | $86,451-56.3% | $64,824-41.7% |
| Participation rate | 80.8% | 81.5%-0.7pp | 80.3%+0.5pp | 71.5%+9.3pp |
| Annual return | -1.31% | 0.66%-2.0pp | 4398.51%-4399.8pp | 32.84%-34.1pp |
| Employer contribution / active EE | $3,930 | $2,744+43.2% | $3,770+4.3% | $2,507+56.8% |
| Participant deferral / active EE | $12,388 | $7,497+65.2% | $6,953+78.2% | $4,311+187.3% |
| Admin fee / account holder | $20 | $169-88.5% | $6,734-99.7% | $188-89.6% |