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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,703 |
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 | $36,574 | $82,188-55.5% | $125,391-70.8% | $64,824-43.6% |
| Participation rate | 84.5% | 77.9%+6.6pp | 82.4%+2.1pp | 71.5%+13.0pp |
| Annual return | -9.19% | 3.50%-12.7pp | 572.41%-581.6pp | 32.84%-42.0pp |
| Employer contribution / active EE | $3,109 | $3,617-14.0% | $4,816-35.4% | $2,507+24.0% |
| Participant deferral / active EE | $10,103 | $7,177+40.8% | $7,448+35.6% | $4,311+134.3% |
| Admin fee / account holder | $69 | $163-57.8% | $10,009-99.3% | $188-63.3% |