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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,841 |
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 | $44,660 | $82,163-45.6% | $125,363-64.4% | $64,814-31.1% |
| Participation rate | 95.3% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.8pp |
| Annual return | -5.58% | 3.49%-9.1pp | 572.15%-577.7pp | 32.84%-38.4pp |
| Employer contribution / active EE | $4,354 | $3,616+20.4% | $4,815-9.6% | $2,507+73.7% |
| Participant deferral / active EE | $14,317 | $7,175+99.6% | $7,447+92.3% | $4,310+232.1% |
| Admin fee / account holder | $11 | $163-93.4% | $10,005-99.9% | $188-94.2% |