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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $900 |
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 | $40,909 | $99,957-59.1% | $149,730-72.7% | $73,493-44.3% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.5%+11.7pp | 70.7%+23.5pp |
| Annual return | 46.28% | 53.87%-7.6pp | 276.70%-230.4pp | 28.51%+17.8pp |
| Employer contribution / active EE | $3,397 | $3,191+6.4% | $4,645-26.9% | $2,270+49.6% |
| Participant deferral / active EE | $12,701 | $6,073+109.2% | $6,843+85.6% | $3,740+239.6% |
| Admin fee / account holder | $5 | $551-99.1% | $9,310-99.9% | $513-99.0% |