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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,427 |
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 | $49,507 | $100,801-50.9% | $149,715-66.9% | $73,412-32.6% |
| Participation rate | 96.5% | 77.7%+18.8pp | 82.5%+14.0pp | 72.2%+24.3pp |
| Annual return | 33.55% | 265.34%-231.8pp | 276.66%-243.1pp | 59.30%-25.7pp |
| Employer contribution / active EE | $2,383 | $3,312-28.0% | $4,645-48.7% | $2,234+6.7% |
| Participant deferral / active EE | $13,357 | $6,404+108.6% | $6,842+95.2% | $3,806+251.0% |
| Admin fee / account holder | $44 | $181-75.5% | $9,310-99.5% | $158-72.0% |