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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $197,543 |
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 | $168,558 | $94,621+78.1% | $138,135+22.0% | $73,412+129.6% |
| Participation rate | 99.1% | 83.4%+15.6pp | 78.7%+20.4pp | 72.2%+26.9pp |
| Annual return | 15.62% | 16.57%-0.9pp | 20.51%-4.9pp | 59.30%-43.7pp |
| Employer contribution / active EE | $8,208 | $4,410+86.1% | $5,587+46.9% | $2,234+267.5% |
| Participant deferral / active EE | $9,237 | $6,199+49.0% | $6,431+43.6% | $3,806+142.7% |
| Admin fee / account holder | $157 | $140+11.8% | $11,856-98.7% | $158-0.8% |