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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,653 |
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 | $77,352 | $79,045-2.1% | $100,378-22.9% | $74,429+3.9% |
| Participation rate | 72.6% | 79.4%-6.8pp | 81.5%-8.9pp | 67.2%+5.4pp |
| Annual return | 26.23% | 20.61%+5.6pp | 49.41%-23.2pp | 1368.38%-1342.2pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $13,475 | $7,751+73.8% | $8,087+66.6% | $4,348+209.9% |
| Admin fee / account holder | $10 | $1,335-99.2% | $7,899-99.9% | $1,944-99.5% |